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NWGPX vs VSMAX
NWGPX vs VSMAX Comparison
Open Charts NWGPX vs VSMAX
Nationwide WCM Focused Sm Cp A
Price$29.67
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets243.16M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NWGPX vs VSMAX Comparison Chart
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NWGPX vs. VSMAX commentary
Jan 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. NWGPX (243M). VSMAX pays higher dividends than NWGPX: VSMAX (1.42) vs NWGPX (0.51). NWGPX was incepted earlier than VSMAX: NWGPX (18 years) vs VSMAX (24 years). NWGPX is a more actively managed with annual turnover of: 19.48 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 : 21.26 vs. NWGPX (8.14). VSMAX return over 5 years is better than : 48.99 vs. NWGPX (19.25).
| NWGPX | VSMAX | NWGPX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.914 | 3.369 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 155B | 0% |
| Annual Yield % from dividends | 0.51 | 1.42 | 36% |
| Returns for 1 year | 8.14 | 21.26 | 38% |
| Returns for 3 years | 10.08 | 17.25 | 58% |
| Returns for 5 years | 19.25 | 48.99 | 39% |
| Returns for 10 years | -0.55 | 127.10 | -0% |
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