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NWAEX vs VTSMX
NWAEX vs VTSMX Comparison
Open Charts NWAEX vs VTSMX
Nationwide BNY Mellon Dyn US Core Eagle
Price$17.53
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets1.52B
Vanguard Total Stock Mkt Idx I
Price$150.46
Change-$0.66 (-0.44%)
VolumeN/A
Net Assets1.91T
NWAEX vs VTSMX Comparison Chart in %
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NWAEX vs. VTSMX commentary
Aug 06, 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 NWAEX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. NWAEX (1.52B). VTSMX pays higher dividends than NWAEX: VTSMX (1.09) vs NWAEX (1.03). NWAEX was incepted earlier than VTSMX: NWAEX (7 years) vs VTSMX (33 years). NWAEX (0.63) is less costly to investors than VTSMX (0.14). NWAEX is a more actively managed with annual turnover of: 3.54 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NWAEX: VTSMX (3000) vs NWAEX (50000). NWAEX annual gain was more profitable for investors over the last year : 17.56 vs. VTSMX (16.39). VTSMX return over 5 years is better than : 81.84 vs. NWAEX (63.96).
| NWAEX | VTSMX | NWAEX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.63 | 0.14 | 450% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 8.352 | 5.612 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.91T | 0% |
| Annual Yield % from dividends | 1.03 | 1.09 | 95% |
| Returns for 1 year | 17.56 | 16.39 | 107% |
| Returns for 3 years | 46.90 | 47.63 | 98% |
| Returns for 5 years | 63.96 | 81.84 | 78% |
| Returns for 10 years | N/A | 195.44 | - |
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