Ad is loading...
NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nationwide Small Cap Index Instl Svc
Price$12.41
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets238.35M
NAESX vs NWXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NWXRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NWXRX (238M). 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 : 21.23 vs. NWXRX (15.44). NAESX return over 5 years is better than : 48.81 vs. NWXRX (26.98).
| 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 | 3.370 | 2.056 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 238M | 65,126% |
| Annual Yield % from dividends | 1.31 | 1.00 | 131% |
| Returns for 1 year | 21.23 | 15.44 | 138% |
| Returns for 3 years | 17.16 | 7.79 | 220% |
| Returns for 5 years | 48.81 | 26.98 | 181% |
| Returns for 10 years | 126.44 | N/A | - |