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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$31.93
Change-$0.30 (-0.93%)
VolumeN/A
Net Assets583.28M
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
NWAMX vs VVIAX Comparison Chart
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NWAMX vs. VVIAX commentary
Apr 18, 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: 191B vs. NWAMX (583M). VVIAX pays higher dividends than NWAMX: VVIAX (2.26) vs NWAMX (1.70). NWAMX was incepted earlier than VVIAX: NWAMX (37 years) vs VVIAX (24 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 (10.00). 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 : 5.56 vs. NWAMX (-5.73). VVIAX return over 5 years is better than : 66.51 vs. NWAMX (35.17).
| 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 | 24 years | - |
| Gain YTD | -2.319 | -3.516 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 583M | 191B | 0% |
| Annual Yield % from dividends | 1.70 | 2.26 | 75% |
| Returns for 1 year | -5.73 | 5.56 | -103% |
| Returns for 3 years | -7.23 | 10.50 | -69% |
| Returns for 5 years | 35.17 | 66.51 | 53% |
| Returns for 10 years | -2.02 | 94.16 | -2% |
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