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NAESX vs NWKEX
NAESX vs NWKEX Comparison
Open Charts NAESX vs NWKEX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Nationwide WCM Focused Sm Cp R6
Price$26.89
Change+$0.41 (+1.55%)
VolumeN/A
Net Assets167.68M
NAESX vs NWKEX Comparison Chart
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NAESX vs. NWKEX commentary
Apr 26, 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 NWKEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NWKEX (168M). 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 : -2.36 vs. NWKEX (-14.03). NAESX return over 5 years is better than : 71.57 vs. NWKEX (52.46).
| 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 | -12.247 | -14.910 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 168M | 85,119% |
| Annual Yield % from dividends | 1.39 | 1.16 | 120% |
| Returns for 1 year | -2.36 | -14.03 | 17% |
| Returns for 3 years | 4.67 | -4.01 | -116% |
| Returns for 5 years | 71.57 | 52.46 | 136% |
| Returns for 10 years | 78.60 | -18.13 | -433% |