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NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Nationwide Small Cap Index Instl Svc
Price$12.70
Change-$0.58 (-4.37%)
VolumeN/A
CapitalizationN/A
NAESX vs NWXRX Comparison Chart
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NAESX vs. NWXRX commentary
Dec 19, 2024
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 NWXRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. NWXRX (247M). NAESX pays higher dividends than NWXRX: NAESX (1.31) vs NWXRX (1.00). NAESX was incepted earlier than NWXRX: NAESX (64 years) vs NWXRX (8 years). NWXRX is a more actively managed with annual turnover of: 15.43 vs. NAESX (12.00). NAESX has a lower initial minimum investment than NWXRX: NAESX (3000) vs NWXRX (50000). NAESX (19.54) and NWXRX (18.78) have marching annual gain over last year. NAESX return over 5 years is better than : 53.79 vs. NWXRX (37.44).
| NAESX | NWXRX | NAESX / NWXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 17.994 | 16.104 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 247M | 67,611% |
| Annual Yield % from dividends | 1.31 | 1.00 | 131% |
| Returns for 1 year | 19.54 | 18.78 | 104% |
| Returns for 3 years | 15.71 | 3.66 | 429% |
| Returns for 5 years | 53.79 | 37.44 | 144% |
| Returns for 10 years | 124.30 | N/A | - |
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