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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$35.80
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets713.25M
Vanguard Value Index Adm
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
NWAMX vs VVIAX Comparison Chart in %
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NWAMX vs. VVIAX commentary
Jul 19, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. NWAMX (713M). VVIAX pays higher dividends than NWAMX: VVIAX (2.18) vs NWAMX (1.59). 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 : 6.23 vs. NWAMX (-1.95). VVIAX return over 5 years is better than : 71.90 vs. NWAMX (34.28).
| 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 | 9.012 | 5.108 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 195B | 0% |
| Annual Yield % from dividends | 1.59 | 2.18 | 73% |
| Returns for 1 year | -1.95 | 6.23 | -31% |
| Returns for 3 years | 17.86 | 35.74 | 50% |
| Returns for 5 years | 34.28 | 71.90 | 48% |
| Returns for 10 years | 6.28 | 109.41 | 6% |
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