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NAESX vs NWKEX
NAESX vs NWKEX Comparison
Open Charts NAESX vs NWKEX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Nationwide WCM Focused Sm Cp R6
Price$27.08
Change-$1.30 (-4.58%)
VolumeN/A
Net Assets180.55M
NAESX vs NWKEX Comparison Chart
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NAESX vs. NWKEX commentary
Apr 04, 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 NWKEX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NWKEX (181M). NAESX pays higher dividends than NWKEX: NAESX (1.39) vs NWKEX (1.16). NAESX was incepted earlier than NWKEX: NAESX (65 years) vs NWKEX (12 years). NWKEX (0.86) is less costly to investors than NAESX (0.17). NWKEX is a more actively managed with annual turnover of: 17.79 vs. NAESX (12.00). NAESX has a lower initial minimum investment than NWKEX: NAESX (3000) vs NWKEX (1000000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. NWKEX (-10.84). NAESX return over 5 years is better than : 115.68 vs. NWKEX (87.62).
| NAESX | NWKEX | NAESX / NWKEX | |
| Total Expense Ratio | 0.17 | 0.80 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.86 | 20% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | -5.833 | -8.805 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 181M | 84,530% |
| Annual Yield % from dividends | 1.39 | 1.16 | 120% |
| Returns for 1 year | 1.18 | -10.84 | -11% |
| Returns for 3 years | 6.44 | -0.32 | -1,997% |
| Returns for 5 years | 115.68 | 87.62 | 132% |
| Returns for 10 years | 90.61 | -12.82 | -707% |
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