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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$34.87
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets633.71M
Vanguard Value Index Adm
Price$69.17
Change+$0.51 (+0.74%)
VolumeN/A
Net Assets183.52B
NWAMX vs VVIAX Comparison Chart
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NWAMX vs. VVIAX commentary
Jan 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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. NWAMX (634M). 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 : 17.28 vs. NWAMX (5.13). VVIAX return over 5 years is better than : 47.22 vs. NWAMX (9.05).
| 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 | 4.719 | 3.967 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 184B | 0% |
| Annual Yield % from dividends | 1.62 | 2.36 | 69% |
| Returns for 1 year | 5.13 | 17.28 | 30% |
| Returns for 3 years | 4.78 | 22.82 | 21% |
| Returns for 5 years | 9.05 | 47.22 | 19% |
| Returns for 10 years | 8.42 | 110.24 | 8% |