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NAESX vs NWKEX
NAESX vs NWKEX Comparison
Open Charts NAESX vs NWKEX
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
Nationwide WCM Focused Sm Cp R6
Price$27.83
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets174.95M
NAESX vs NWKEX Comparison Chart
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NAESX vs. NWKEX commentary
May 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 Buy and NWKEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. NWKEX (175M). NAESX pays higher dividends than NWKEX: NAESX (1.43) vs NWKEX (1.20). 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 (13.00). 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 : 1.75 vs. NWKEX (-11.47). NAESX return over 5 years is better than : 67.31 vs. NWKEX (44.57).
| 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 | -5.554 | -10.315 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 175M | 80,000% |
| Annual Yield % from dividends | 1.43 | 1.20 | 118% |
| Returns for 1 year | 1.75 | -11.47 | -15% |
| Returns for 3 years | 22.26 | 6.17 | 361% |
| Returns for 5 years | 67.31 | 44.57 | 151% |
| Returns for 10 years | 90.72 | -12.60 | -720% |
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