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NWGPX vs VSMAX
NWGPX vs VSMAX Comparison
Open Charts NWGPX vs VSMAX
Nationwide WCM Focused Sm Cp A
Price$24.34
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets165.11M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
NWGPX vs VSMAX Comparison Chart
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NWGPX vs. VSMAX commentary
Apr 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 NWGPX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. NWGPX (165M). VSMAX pays higher dividends than NWGPX: VSMAX (1.52) vs NWGPX (0.83). NWGPX was incepted earlier than VSMAX: NWGPX (18 years) vs VSMAX (24 years). NWGPX (1.22) is less costly to investors than VSMAX (0.05). NWGPX is a more actively managed with annual turnover of: 17.79 vs. VSMAX (12.00). NWGPX has a lower initial minimum investment than VSMAX: NWGPX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.40 vs. NWGPX (-13.79). VSMAX return over 5 years is better than : 66.89 vs. NWGPX (45.94).
| NWGPX | VSMAX | NWGPX / VSMAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -16.233 | -14.455 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 143B | 0% |
| Annual Yield % from dividends | 0.83 | 1.52 | 54% |
| Returns for 1 year | -13.79 | -2.40 | 574% |
| Returns for 3 years | -6.92 | 0.56 | -1,243% |
| Returns for 5 years | 45.94 | 66.89 | 69% |
| Returns for 10 years | -24.72 | 73.68 | -34% |
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