Ad is loading...
NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Nationwide WCM Focused Sm Cp Instl Svc
Price$34.05
Change-$0.41 (-1.19%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAESX vs NWGSX Comparison Chart
Loading...
NAESX vs. NWGSX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NWGSX (259M). 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 (20.72) and NWGSX (20.30) have marching annual gain over last year. NAESX return over 5 years is better than : 51.64 vs. NWGSX (34.20).
| 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 | 9.695 | 9.968 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 259M | 57,529% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 20.72 | 20.30 | 102% |
| Returns for 3 years | 5.63 | 18.43 | 31% |
| Returns for 5 years | 51.64 | 34.20 | 151% |
| Returns for 10 years | 113.34 | 15.44 | 734% |
View a ticker or compare two or three
VS
VS
Ad is loading...