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NWFAX vs VTSMX
NWFAX vs VTSMX Comparison
Open Charts NWFAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
NWFAX vs VTSMX Comparison Chart
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NWFAX vs. VTSMX commentary
Apr 12, 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 NWFAX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. NWFAX (1.51B). VTSMX pays higher dividends than NWFAX: VTSMX (1.25) vs NWFAX (0.17). NWFAX was incepted earlier than VTSMX: NWFAX (27 years) vs VTSMX (33 years). NWFAX (0.92) is less costly to investors than VTSMX (0.14). NWFAX is a more actively managed with annual turnover of: 83.61 vs. VTSMX (2.00). NWFAX has a lower initial minimum investment than VTSMX: NWFAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 0.30 vs. NWFAX (-10.56). VTSMX return over 5 years is better than : 85.34 vs. NWFAX (39.65).
| NWFAX | VTSMX | NWFAX / VTSMX | |
| Total Expense Ratio | 0.88 | 0.14 | 629% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -10.477 | -11.144 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.7T | 0% |
| Annual Yield % from dividends | 0.17 | 1.25 | 13% |
| Returns for 1 year | -10.56 | 0.30 | -3,482% |
| Returns for 3 years | 1.68 | 17.00 | 10% |
| Returns for 5 years | 39.65 | 85.34 | 46% |
| Returns for 10 years | 30.15 | 145.28 | 21% |
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