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NWABX vs VTSMX
NWABX vs VTSMX Comparison
Open Charts NWABX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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NWABX vs VTSMX Comparison Chart
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NWABX vs. VTSMX commentary
Sep 21, 2024
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 NWABX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. NWABX (1.73B). VTSMX pays higher dividends than NWABX: VTSMX (1.26) vs NWABX (0.48). NWABX was incepted earlier than VTSMX: NWABX (6 years) vs VTSMX (32 years). NWABX is a more actively managed with annual turnover of: 72.63 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NWABX: VTSMX (3000) vs NWABX (1000000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. NWABX (27.90). VTSMX return over 5 years is better than : 85.64 vs. NWABX (54.63).
| NWABX | VTSMX | NWABX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 18.195 | 18.617 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 1.72T | 0% |
| Annual Yield % from dividends | 0.48 | 1.26 | 38% |
| Returns for 1 year | 27.90 | 31.53 | 88% |
| Returns for 3 years | 5.93 | 25.35 | 23% |
| Returns for 5 years | 54.63 | 85.64 | 64% |
| Returns for 10 years | N/A | 187.59 | - |
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