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NWAOX vs VIVIX
NWAOX vs VIVIX Comparison
Open Charts NWAOX vs VIVIX
Nationwide BNY Mellon Dyn US Eq Inc I.S
Price$33.44
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets603.14M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
NWAOX vs VIVIX Comparison Chart
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NWAOX vs. VIVIX commentary
May 10, 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 NWAOX is a StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. NWAOX (603M). VIVIX pays higher dividends than NWAOX: VIVIX (2.35) vs NWAOX (1.76). NWAOX was incepted earlier than VIVIX: NWAOX (5 years) vs VIVIX (27 years). NWAOX (0.95) is less costly to investors than VIVIX (0.04). NWAOX is a more actively managed with annual turnover of: 77.00 vs. VIVIX (9.00). NWAOX has a lower initial minimum investment than VIVIX: NWAOX (50000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. NWAOX (-5.87). VIVIX return over 5 years is better than : 72.19 vs. NWAOX (39.45).
| NWAOX | VIVIX | NWAOX / VIVIX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 0.985 | -0.942 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 184B | 0% |
| Annual Yield % from dividends | 1.76 | 2.35 | 75% |
| Returns for 1 year | -5.87 | 5.12 | -114% |
| Returns for 3 years | 4.31 | 20.66 | 21% |
| Returns for 5 years | 39.45 | 72.19 | 55% |
| Returns for 10 years | N/A | 96.21 | - |
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