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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Nationwide WCM Focused Sm Cp Instl Svc
Price$30.12
Change-$0.56 (-1.83%)
VolumeN/A
Net Assets200.53M
NAESX vs NWGSX Comparison Chart
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NAESX vs. NWGSX commentary
Feb 23, 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: 161B vs. NWGSX (201M). 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 : 11.22 vs. NWGSX (-0.30). NAESX return over 5 years is better than : 44.30 vs. NWGSX (15.42).
| 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 | -0.321 | -2.144 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 201M | 80,100% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 11.22 | -0.30 | -3,794% |
| Returns for 3 years | 18.76 | 8.62 | 218% |
| Returns for 5 years | 44.30 | 15.42 | 287% |
| Returns for 10 years | 105.17 | -5.80 | -1,814% |
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