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NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
Nationwide Small Cap Index Instl Svc
Price$12.32
Change+$0.15 (+1.23%)
VolumeN/A
Net Assets228.68M
NAESX vs NWXRX Comparison Chart in %
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NAESX vs. NWXRX commentary
Jul 18, 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 Buy and NWXRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NWXRX (229M). NWXRX pays higher dividends than NAESX: NWXRX (1.71) vs NAESX (1.28). 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 : 4.35 vs. NWXRX (-2.97). NAESX return over 5 years is better than : 63.03 vs. NWXRX (43.31).
| 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 | 0.302 | 0.351 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 229M | 66,812% |
| Annual Yield % from dividends | 1.28 | 1.71 | 75% |
| Returns for 1 year | 4.35 | -2.97 | -147% |
| Returns for 3 years | 35.91 | 27.01 | 133% |
| Returns for 5 years | 63.03 | 43.31 | 146% |
| Returns for 10 years | 104.94 | N/A | - |
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