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NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
Nationwide Small Cap Index Instl Svc
Price$12.13
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets225.44M
NAESX vs NWXRX Comparison Chart in %
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NAESX vs. NWXRX commentary
Aug 10, 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 Hold and NWXRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NWXRX (225M). NWXRX pays higher dividends than NAESX: NWXRX (1.68) vs NAESX (1.25). 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 : 9.46 vs. NWXRX (3.87). NAESX return over 5 years is better than : 54.21 vs. NWXRX (33.98).
| 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 | 0.067 | 0.022 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 225M | 68,444% |
| Annual Yield % from dividends | 1.25 | 1.68 | 74% |
| Returns for 1 year | 9.46 | 3.87 | 244% |
| Returns for 3 years | 23.97 | 15.02 | 160% |
| Returns for 5 years | 54.21 | 33.98 | 160% |
| Returns for 10 years | 108.86 | N/A | - |
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