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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$34.34
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets626.17M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
NWAOX vs VVIAX Comparison Chart
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NWAOX vs. VVIAX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. NWAOX (626M). 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 : 18.18 vs. NWAOX (5.87). VVIAX return over 5 years is better than : 44.18 vs. NWAOX (8.34).
| 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 | 3.935 | 3.195 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 184B | 0% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 5.87 | 18.18 | 32% |
| Returns for 3 years | 0.75 | 18.46 | 4% |
| Returns for 5 years | 8.34 | 44.18 | 19% |
| Returns for 10 years | N/A | 111.13 | - |
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