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NAESX vs NWKEX
NAESX vs NWKEX Comparison
Open Charts NAESX vs NWKEX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Nationwide WCM Focused Sm Cp R6
Price$30.45
Change-$0.57 (-1.84%)
VolumeN/A
Net Assets200.53M
NAESX vs NWKEX Comparison Chart
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NAESX vs. NWKEX commentary
Feb 23, 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: 161B vs. NWKEX (201M). 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 : 11.22 vs. NWKEX (-0.18). NAESX return over 5 years is better than : 44.30 vs. NWKEX (16.00).
| 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 | -0.321 | -2.153 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 201M | 80,100% |
| Annual Yield % from dividends | 1.31 | 0.60 | 218% |
| Returns for 1 year | 11.22 | -0.18 | -6,189% |
| Returns for 3 years | 18.76 | 8.98 | 209% |
| Returns for 5 years | 44.30 | 16.00 | 277% |
| Returns for 10 years | 105.17 | -4.70 | -2,236% |