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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$119.29
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
Nationwide WCM Focused Sm Cp Instl Svc
Price$34.06
Change-$0.35 (-1.02%)
VolumeN/A
CapitalizationN/A
NAESX vs NWGSX Comparison Chart
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NAESX vs. NWGSX commentary
Nov 15, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAESX is a StrongBuy and NWGSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. NWGSX (258M). NAESX pays higher dividends than NWGSX: NAESX (1.31) vs NWGSX (0.58). NAESX was incepted earlier than NWGSX: NAESX (64 years) vs NWGSX (18 years). NWGSX is a more actively managed with annual turnover of: 19.48 vs. NAESX (12.00). NAESX has a lower initial minimum investment than NWGSX: NAESX (3000) vs NWGSX (50000). NAESX annual gain was more profitable for investors over the last year : 30.01 vs. NWGSX (21.35). NAESX return over 5 years is better than : 57.10 vs. NWGSX (29.78).
| NAESX | NWGSX | NAESX / NWGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | 17.003 | 10.227 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 258M | 58,527% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 30.01 | 21.35 | 141% |
| Returns for 3 years | 5.96 | 6.79 | 88% |
| Returns for 5 years | 57.10 | 29.78 | 192% |
| Returns for 10 years | 126.20 | 11.80 | 1,070% |