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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Nationwide WCM Focused Sm Cp Instl Svc
Price$28.72
Change+$0.29 (+1.02%)
VolumeN/A
Net Assets178.16M
NAESX vs NWGSX Comparison Chart in %
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NAESX vs. NWGSX commentary
Jul 26, 2025
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 Buy and NWGSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NWGSX (178M). NAESX pays higher dividends than NWGSX: NAESX (1.28) vs NWGSX (1.06). NAESX was incepted earlier than NWGSX: NAESX (65 years) vs NWGSX (18 years). NWGSX (0.94) is less costly to investors than NAESX (0.17). NWGSX is a more actively managed with annual turnover of: 17.79 vs. NAESX (13.00). 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 : 7.80 vs. NWGSX (-15.43). NAESX return over 5 years is better than : 65.65 vs. NWGSX (33.52).
| NAESX | NWGSX | NAESX / NWGSX | |
| Total Expense Ratio | 0.17 | 0.88 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.94 | 18% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | 2.154 | -7.635 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 178M | 85,955% |
| Annual Yield % from dividends | 1.28 | 1.06 | 121% |
| Returns for 1 year | 7.80 | -15.43 | -51% |
| Returns for 3 years | 33.33 | 6.73 | 495% |
| Returns for 5 years | 65.65 | 33.52 | 196% |
| Returns for 10 years | 113.41 | -8.73 | -1,299% |