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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nationwide WCM Focused Sm Cp Instl Svc
Price$31.69
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets243.16M
NAESX vs NWGSX Comparison Chart
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NAESX vs. NWGSX commentary
Jan 19, 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 Hold and NWGSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NWGSX (243M). 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 : 21.23 vs. NWGSX (8.75). NAESX return over 5 years is better than : 48.81 vs. NWGSX (21.71).
| 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 | 3.370 | 2.956 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 243M | 63,786% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 21.23 | 8.75 | 243% |
| Returns for 3 years | 17.16 | 11.58 | 148% |
| Returns for 5 years | 48.81 | 21.71 | 225% |
| Returns for 10 years | 126.44 | 4.78 | 2,646% |
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