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NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Nationwide Small Cap Index Instl Svc
Price$11.67
Change+$0.19 (+1.66%)
VolumeN/A
Net Assets216.84M
NAESX vs NWXRX Comparison Chart
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NAESX vs. NWXRX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NWXRX (217M). NWXRX pays higher dividends than NAESX: NWXRX (1.53) vs NAESX (1.35). NAESX was incepted earlier than NWXRX: NAESX (65 years) vs NWXRX (9 years). NWXRX (0.55) is less costly to investors than NAESX (0.17). NWXRX is a more actively managed with annual turnover of: 15.50 vs. NAESX (13.00). 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 : 5.13 vs. NWXRX (-0.19). NAESX return over 5 years is better than : 52.20 vs. NWXRX (31.72).
| 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 | 9 years | - |
| Gain YTD | -4.086 | -5.592 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 217M | 68,203% |
| Annual Yield % from dividends | 1.35 | 1.53 | 88% |
| Returns for 1 year | 5.13 | -0.19 | -2,660% |
| Returns for 3 years | 16.63 | 8.46 | 196% |
| Returns for 5 years | 52.20 | 31.72 | 165% |
| Returns for 10 years | 96.08 | N/A | - |