Ad is loading...
NWFAX vs VTSMX
NWFAX vs VTSMX Comparison
Open Charts NWFAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
NWFAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWFAX vs. VTSMX 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 NWFAX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. NWFAX (1.77B). 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 : 26.90 vs. NWFAX (22.70). VTSMX return over 5 years is better than : 84.16 vs. NWFAX (55.94).
| 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 | 24.824 | 26.352 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 1.84T | 0% |
| Annual Yield % from dividends | 0.19 | 1.26 | 15% |
| Returns for 1 year | 22.70 | 26.90 | 84% |
| Returns for 3 years | 7.56 | 27.88 | 27% |
| Returns for 5 years | 55.94 | 84.16 | 66% |
| Returns for 10 years | 68.86 | 192.04 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...