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NWGSX vs VSMAX
NWGSX vs VSMAX Comparison
Open Charts NWGSX vs VSMAX
Nationwide WCM Focused Sm Cp Instl Svc
Price$31.69
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets243.16M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NWGSX vs VSMAX Comparison Chart
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NWGSX 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 NWGSX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. NWGSX (243M). VSMAX pays higher dividends than NWGSX: VSMAX (1.42) vs NWGSX (0.58). NWGSX was incepted earlier than VSMAX: NWGSX (18 years) vs VSMAX (24 years). NWGSX is a more actively managed with annual turnover of: 19.48 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NWGSX: VSMAX (3000) vs NWGSX (50000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. NWGSX (8.75). VSMAX return over 5 years is better than : 48.99 vs. NWGSX (21.71).
| NWGSX | VSMAX | NWGSX / 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 | 2.956 | 3.369 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 155B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 8.75 | 21.26 | 41% |
| Returns for 3 years | 11.58 | 17.25 | 67% |
| Returns for 5 years | 21.71 | 48.99 | 44% |
| Returns for 10 years | 4.78 | 127.10 | 4% |
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