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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$38.83
Change-$0.26 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
NWAOX vs VVIAX Comparison Chart
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NWAOX vs. VVIAX commentary
Dec 19, 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 NWAOX is a StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. NWAOX (632M). VVIAX pays higher dividends than NWAOX: VVIAX (2.36) vs NWAOX (1.63). NWAOX was incepted earlier than VVIAX: NWAOX (5 years) vs VVIAX (24 years). NWAOX is a more actively managed with annual turnover of: 76.61 vs. VVIAX (10.00). 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 : 16.45 vs. NWAOX (15.36). VVIAX return over 5 years is better than : 44.62 vs. NWAOX (24.45).
| NWAOX | VVIAX | NWAOX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 16.980 | 16.051 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 195B | 0% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 15.36 | 16.45 | 93% |
| Returns for 3 years | -3.42 | 20.49 | -17% |
| Returns for 5 years | 24.45 | 44.62 | 55% |
| Returns for 10 years | N/A | 104.84 | - |
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