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NAESX vs NWKEX
NAESX vs NWKEX Comparison
Open Charts NAESX vs NWKEX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nationwide WCM Focused Sm Cp R6
Price$32.04
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets242.46M
NAESX vs NWKEX Comparison Chart
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NAESX vs. NWKEX commentary
Jan 19, 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: 155B vs. NWKEX (242M). NAESX pays higher dividends than NWKEX: NAESX (1.31) vs NWKEX (0.60). NAESX was incepted earlier than NWKEX: NAESX (64 years) vs NWKEX (11 years). NWKEX is a more actively managed with annual turnover of: 19.48 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 : 21.23 vs. NWKEX (8.92). NAESX return over 5 years is better than : 48.81 vs. NWKEX (22.34).
| NAESX | NWKEX | NAESX / NWKEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | 3.370 | 2.956 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 242M | 64,050% |
| Annual Yield % from dividends | 1.31 | 0.60 | 218% |
| Returns for 1 year | 21.23 | 8.92 | 238% |
| Returns for 3 years | 17.16 | 11.91 | 144% |
| Returns for 5 years | 48.81 | 22.34 | 219% |
| Returns for 10 years | 126.44 | 6.00 | 2,107% |