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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$32.48
Change+$1.99 (+6.53%)
VolumeN/A
Net Assets551.99M
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
NWALX vs VVIAX Comparison Chart
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NWALX vs. VVIAX commentary
Apr 11, 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: 191B vs. NWALX (552M). VVIAX pays higher dividends than NWALX: VVIAX (2.26) vs NWALX (1.54). NWALX was incepted earlier than VVIAX: NWALX (5 years) vs VVIAX (24 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 (10.00). 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 : -4.28 vs. NWALX (-14.39). VVIAX return over 5 years is better than : 58.34 vs. NWALX (27.95).
| 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 | 5 years | 24 years | - |
| Gain YTD | -7.659 | -9.136 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 191B | 0% |
| Annual Yield % from dividends | 1.54 | 2.26 | 68% |
| Returns for 1 year | -14.39 | -4.28 | 336% |
| Returns for 3 years | -13.29 | 3.06 | -434% |
| Returns for 5 years | 27.95 | 58.34 | 48% |
| Returns for 10 years | N/A | 81.52 | - |
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