Ad is loading...
NWAMX vs VVIAX
NWAMX vs VVIAX Comparison
Open Charts NWAMX vs VVIAX
Nationwide BNY Mellon Dyn US Eq Inc K
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
NWAMX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWAMX 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 NWAMX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. NWAMX (603M). VVIAX pays higher dividends than NWAMX: VVIAX (2.34) vs NWAMX (1.75). NWAMX was incepted earlier than VVIAX: NWAMX (37 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 : 5.12 vs. NWAMX (-5.87). VVIAX return over 5 years is better than : 72.19 vs. NWAMX (36.38).
| 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 | 37 years | 25 years | - |
| Gain YTD | 0.984 | -0.957 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 184B | 0% |
| Annual Yield % from dividends | 1.75 | 2.34 | 75% |
| Returns for 1 year | -5.87 | 5.12 | -115% |
| Returns for 3 years | 3.46 | 20.66 | 17% |
| Returns for 5 years | 36.38 | 72.19 | 50% |
| Returns for 10 years | 0.58 | 96.21 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...