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NWFAX vs VTSMX
NWFAX vs VTSMX Comparison
Open Charts NWFAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NWFAX vs VTSMX Comparison Chart
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NWFAX vs. VTSMX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. NWFAX (1.7B). VTSMX pays higher dividends than NWFAX: VTSMX (1.26) vs NWFAX (0.19). NWFAX was incepted earlier than VTSMX: NWFAX (26 years) vs VTSMX (32 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 : 25.89 vs. NWFAX (22.14). VTSMX return over 5 years is better than : 82.93 vs. NWFAX (51.35).
| NWFAX | VTSMX | NWFAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 16.074 | 16.884 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 1.72T | 0% |
| Annual Yield % from dividends | 0.19 | 1.26 | 15% |
| Returns for 1 year | 22.14 | 25.89 | 86% |
| Returns for 3 years | 2.53 | 21.33 | 12% |
| Returns for 5 years | 51.35 | 82.93 | 62% |
| Returns for 10 years | 58.73 | 178.97 | 33% |
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