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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$121.58
Change+$1.46 (+1.22%)
VolumeN/A
Net Assets161.26B
Nationwide WCM Focused Sm Cp Instl Svc
Price$30.07
Change+$0.34 (+1.14%)
VolumeN/A
Net Assets182.9M
NAESX vs NWGSX Comparison Chart in %
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NAESX vs. NWGSX commentary
Sep 06, 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 (183M). NAESX pays higher dividends than NWGSX: NAESX (1.20) vs NWGSX (0.99). NAESX was incepted earlier than NWGSX: NAESX (65 years) vs NWGSX (19 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 : 10.87 vs. NWGSX (-9.81). NAESX return over 5 years is better than : 63.44 vs. NWGSX (37.09).
| 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 | 19 years | - |
| Gain YTD | 4.477 | -3.411 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 183M | 87,978% |
| Annual Yield % from dividends | 1.20 | 0.99 | 121% |
| Returns for 1 year | 10.87 | -9.81 | -111% |
| Returns for 3 years | 35.66 | 16.34 | 218% |
| Returns for 5 years | 63.44 | 37.09 | 171% |
| Returns for 10 years | 133.24 | 2.36 | 5,658% |
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