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NWGSX vs VSMAX
NWGSX vs VSMAX Comparison
Open Charts NWGSX vs VSMAX
Nationwide WCM Focused Sm Cp Instl Svc
Price$34.05
Change-$0.41 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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NWGSX vs VSMAX Comparison Chart
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NWGSX vs. VSMAX 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 NWGSX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. NWGSX (259M). 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 (20.75) and NWGSX (20.30) have marching annual gain over last year. VSMAX return over 5 years is better than : 51.83 vs. NWGSX (34.20).
| 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 | 9.968 | 9.731 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 149B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 20.30 | 20.75 | 98% |
| Returns for 3 years | 18.43 | 5.70 | 324% |
| Returns for 5 years | 34.20 | 51.83 | 66% |
| Returns for 10 years | 15.44 | 114.09 | 14% |