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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
Nationwide WCM Focused Sm Cp Instl Svc
Price$25.87
Change-$0.74 (-2.78%)
VolumeN/A
Net Assets170.67M
NAESX vs NWGSX Comparison Chart
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NAESX vs. NWGSX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NWGSX (171M). NAESX pays higher dividends than NWGSX: NAESX (1.39) vs NWGSX (1.08). 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 (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 : -3.54 vs. NWGSX (-13.86). NAESX return over 5 years is better than : 71.00 vs. NWGSX (47.88).
| 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 | -11.734 | -13.548 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 171M | 83,626% |
| Annual Yield % from dividends | 1.39 | 1.08 | 129% |
| Returns for 1 year | -3.54 | -13.86 | 26% |
| Returns for 3 years | 4.24 | -2.69 | -157% |
| Returns for 5 years | 71.00 | 47.88 | 148% |
| Returns for 10 years | 78.67 | -18.58 | -423% |