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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$33.06
Change+$0.43 (+1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
NWAMX vs VVIAX Comparison Chart
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NWAMX vs. VVIAX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. NWAMX (609M). VVIAX pays higher dividends than NWAMX: VVIAX (2.36) vs NWAMX (1.62). NWAMX was incepted earlier than VVIAX: NWAMX (37 years) vs VVIAX (24 years). NWAMX is a more actively managed with annual turnover of: 76.61 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 : 15.21 vs. NWAMX (1.06). VVIAX return over 5 years is better than : 41.36 vs. NWAMX (3.33).
| NWAMX | VVIAX | NWAMX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 0.215 | 14.042 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 195B | 0% |
| Annual Yield % from dividends | 1.62 | 2.36 | 69% |
| Returns for 1 year | 1.06 | 15.21 | 7% |
| Returns for 3 years | -1.14 | 18.26 | -6% |
| Returns for 5 years | 3.33 | 41.36 | 8% |
| Returns for 10 years | 1.37 | 99.61 | 1% |