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NWALX vs VIVIX
NWALX vs VIVIX Comparison
Open Charts NWALX vs VIVIX
Nationwide BNY Mellon Dyn US Eq Inc A
Price$33.46
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets603.14M
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
NWALX vs VIVIX Comparison Chart
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NWALX vs. VIVIX commentary
May 09, 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 NWALX is a StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. NWALX (603M). VIVIX pays higher dividends than NWALX: VIVIX (2.35) vs NWALX (1.59). NWALX was incepted earlier than VIVIX: NWALX (5 years) vs VIVIX (27 years). NWALX (1.20) is less costly to investors than VIVIX (0.04). NWALX is a more actively managed with annual turnover of: 77.00 vs. VIVIX (9.00). NWALX has a lower initial minimum investment than VIVIX: NWALX (2000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. NWALX (-6.00). VIVIX return over 5 years is better than : 72.19 vs. NWALX (37.93).
| NWALX | VIVIX | NWALX / VIVIX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 1.20 | 0.04 | 3,000% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 0.912 | -0.942 | -97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 184B | 0% |
| Annual Yield % from dividends | 1.59 | 2.35 | 67% |
| Returns for 1 year | -6.00 | 5.12 | -117% |
| Returns for 3 years | 3.68 | 20.66 | 18% |
| Returns for 5 years | 37.93 | 72.19 | 53% |
| Returns for 10 years | N/A | 96.21 | - |
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