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NWFAX vs VTSMX
NWFAX vs VTSMX Comparison
Open Charts NWFAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
NWFAX vs VTSMX Comparison Chart
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NWFAX vs. VTSMX commentary
Nov 18, 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 NWFAX is a Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. NWFAX (1.74B). VTSMX pays higher dividends than NWFAX: VTSMX (1.26) vs NWFAX (0.19). NWFAX was incepted earlier than VTSMX: NWFAX (27 years) vs VTSMX (33 years). NWFAX is a more actively managed with annual turnover of: 72.63 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 : 30.52 vs. NWFAX (25.25). VTSMX return over 5 years is better than : 83.72 vs. NWFAX (52.42).
| NWFAX | VTSMX | NWFAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 21.054 | 22.392 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.73T | 0% |
| Annual Yield % from dividends | 0.19 | 1.26 | 15% |
| Returns for 1 year | 25.25 | 30.52 | 83% |
| Returns for 3 years | 1.43 | 19.91 | 7% |
| Returns for 5 years | 52.42 | 83.72 | 63% |
| Returns for 10 years | 65.01 | 186.07 | 35% |
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