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NWAMX vs VVIAX
NWAMX vs VVIAX Comparison
Open Charts NWAMX vs VVIAX
Nationwide BNY Mellon Dyn US Eq Inc K
Price$36.85
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets742.59M
Vanguard Value Index Adm
Price$72.47
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets202.84B
NWAMX vs VVIAX Comparison Chart in %
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NWAMX vs. VVIAX commentary
Sep 24, 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 NWAMX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. NWAMX (743M). VVIAX pays higher dividends than NWAMX: VVIAX (2.10) vs NWAMX (1.53). NWAMX was incepted earlier than VVIAX: NWAMX (38 years) vs VVIAX (25 years). NWAMX (0.80) is less costly to investors than VVIAX (0.05). NWAMX is a more actively managed with annual turnover of: 77.00 vs. VVIAX (9.00). NWAMX has a lower initial minimum investment than VVIAX: NWAMX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.01 vs. NWAMX (-3.04). VVIAX return over 5 years is better than : 82.11 vs. NWAMX (42.91).
| NWAMX | VVIAX | NWAMX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.80 | 0.05 | 1,600% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 12.654 | 9.759 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 203B | 0% |
| Annual Yield % from dividends | 1.53 | 2.10 | 73% |
| Returns for 1 year | -3.04 | 7.01 | -43% |
| Returns for 3 years | 23.04 | 46.83 | 49% |
| Returns for 5 years | 42.91 | 82.11 | 52% |
| Returns for 10 years | 20.59 | 142.07 | 14% |
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