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NWAOX vs VVIAX
NWAOX vs VVIAX Comparison
Open Charts NWAOX vs VVIAX
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 Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
NWAOX vs VVIAX Comparison Chart
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NWAOX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. NWAOX (603M). VVIAX pays higher dividends than NWAOX: VVIAX (2.34) vs NWAOX (1.76). NWAOX was incepted earlier than VVIAX: NWAOX (5 years) vs VVIAX (25 years). NWAOX (0.95) is less costly to investors than VVIAX (0.05). NWAOX is a more actively managed with annual turnover of: 77.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than NWAOX: VVIAX (3000) vs NWAOX (50000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. NWAOX (-5.87). VVIAX return over 5 years is better than : 72.19 vs. NWAOX (39.45).
| NWAOX | VVIAX | NWAOX / VVIAX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 0.985 | -0.957 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 184B | 0% |
| Annual Yield % from dividends | 1.76 | 2.34 | 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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