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NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
Nationwide Small Cap Index Instl Svc
Price$11.18
Change+$0.18 (+1.64%)
VolumeN/A
Net Assets208.62M
NAESX vs NWXRX Comparison Chart
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NAESX vs. NWXRX commentary
Apr 03, 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 StrongBuy and NWXRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NWXRX (209M). NWXRX pays higher dividends than NAESX: NWXRX (1.57) vs NAESX (1.39). NAESX was incepted earlier than NWXRX: NAESX (65 years) vs NWXRX (8 years). NWXRX (0.55) is less costly to investors than NAESX (0.17). 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 : -0.01 vs. NWXRX (-4.94). NAESX return over 5 years is better than : 112.27 vs. NWXRX (81.38).
| NAESX | NWXRX | NAESX / NWXRX | |
| Total Expense Ratio | 0.17 | 0.51 | 33% |
| Annual Report Gross Expense Ratio | 0.17 | 0.55 | 31% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -7.319 | -9.539 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 209M | 73,206% |
| Annual Yield % from dividends | 1.39 | 1.57 | 89% |
| Returns for 1 year | -0.01 | -4.94 | 0% |
| Returns for 3 years | 4.92 | -4.46 | -110% |
| Returns for 5 years | 112.27 | 81.38 | 138% |
| Returns for 10 years | 88.79 | N/A | - |
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