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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$36.79
Change+$0.33 (+0.91%)
VolumeN/A
Net Assets738.96M
Vanguard Value Index Adm
Price$72.62
Change+$0.64 (+0.89%)
VolumeN/A
Net Assets207.8B
NWAMX vs VVIAX Comparison Chart in %
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NWAMX vs. VVIAX commentary
Oct 15, 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: 208B vs. NWAMX (739M). VVIAX pays higher dividends than NWAMX: VVIAX (2.08) vs NWAMX (1.49). 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 : 3.85 vs. NWAMX (-5.97). VVIAX return over 5 years is better than : 70.18 vs. NWAMX (30.89).
| 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 | 11.401 | 8.094 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 208B | 0% |
| Annual Yield % from dividends | 1.49 | 2.08 | 72% |
| Returns for 1 year | -5.97 | 3.85 | -155% |
| Returns for 3 years | 20.33 | 45.31 | 45% |
| Returns for 5 years | 30.89 | 70.18 | 44% |
| Returns for 10 years | 13.42 | 125.47 | 11% |
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