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NWALX vs VVIAX
NWALX vs VVIAX Comparison
Open Charts NWALX vs VVIAX
Nationwide BNY Mellon Dyn US Eq Inc A
Price$34.45
Change-$0.36 (-1.03%)
VolumeN/A
Net Assets639.14M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
NWALX vs VVIAX Comparison Chart
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NWALX vs. VVIAX commentary
Jun 15, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. NWALX (639M). VVIAX pays higher dividends than NWALX: VVIAX (2.28) vs NWALX (1.54). NWALX was incepted earlier than VVIAX: NWALX (6 years) vs VVIAX (25 years). NWALX (1.20) is less costly to investors than VVIAX (0.05). NWALX is a more actively managed with annual turnover of: 77.00 vs. VVIAX (9.00). NWALX has a lower initial minimum investment than VVIAX: NWALX (2000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.89 vs. NWALX (-0.46). VVIAX return over 5 years is better than : 73.96 vs. NWALX (37.49).
| NWALX | VVIAX | NWALX / VVIAX | |
| Total Expense Ratio | 1.10 | 0.05 | 2,200% |
| Annual Report Gross Expense Ratio | 1.20 | 0.05 | 2,400% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 5.849 | 3.269 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 189B | 0% |
| Annual Yield % from dividends | 1.54 | 2.28 | 67% |
| Returns for 1 year | -0.46 | 8.89 | -5% |
| Returns for 3 years | 12.97 | 33.27 | 39% |
| Returns for 5 years | 37.49 | 73.96 | 51% |
| Returns for 10 years | N/A | 105.19 | - |
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