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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$33.46
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets603.14M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
NWALX vs VVIAX Comparison Chart
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NWALX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. NWALX (603M). VVIAX pays higher dividends than NWALX: VVIAX (2.34) vs NWALX (1.59). NWALX was incepted earlier than VVIAX: NWALX (5 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 : 5.12 vs. NWALX (-6.00). VVIAX return over 5 years is better than : 72.19 vs. NWALX (37.93).
| 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 | 25 years | - |
| Gain YTD | 0.912 | -0.957 | -95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 184B | 0% |
| Annual Yield % from dividends | 1.59 | 2.34 | 68% |
| 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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