Ad is loading...
NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Nationwide Small Cap Index Instl Svc
Price$12.65
Change-$0.14 (-1.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAESX vs NWXRX Comparison Chart
Loading...
NAESX vs. NWXRX commentary
Sep 21, 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 StrongBuy and NWXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NWXRX (249M). 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 annual gain was more profitable for investors over the last year : 25.47 vs. NWXRX (22.01). NAESX return over 5 years is better than : 53.25 vs. NWXRX (30.76).
| 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 | 10.861 | 9.547 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 249M | 59,839% |
| Annual Yield % from dividends | 1.31 | 1.00 | 131% |
| Returns for 1 year | 25.47 | 22.01 | 116% |
| Returns for 3 years | 8.84 | -4.71 | -188% |
| Returns for 5 years | 53.25 | 30.76 | 173% |
| Returns for 10 years | 120.79 | N/A | - |