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NWGSX vs VSMAX
NWGSX vs VSMAX Comparison
Open Charts NWGSX vs VSMAX
Nationwide WCM Focused Sm Cp Instl Svc
Price$25.87
Change-$0.74 (-2.78%)
VolumeN/A
Net Assets170.67M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
NWGSX vs VSMAX Comparison Chart
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NWGSX vs. VSMAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. NWGSX (171M). VSMAX pays higher dividends than NWGSX: VSMAX (1.52) vs NWGSX (1.08). NWGSX was incepted earlier than VSMAX: NWGSX (18 years) vs VSMAX (24 years). NWGSX (0.94) is less costly to investors than VSMAX (0.05). NWGSX is a more actively managed with annual turnover of: 17.79 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 : -3.52 vs. NWGSX (-13.86). VSMAX return over 5 years is better than : 71.17 vs. NWGSX (47.88).
| NWGSX | VSMAX | NWGSX / VSMAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -13.548 | -11.735 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 143B | 0% |
| Annual Yield % from dividends | 1.08 | 1.52 | 71% |
| Returns for 1 year | -13.86 | -3.52 | 394% |
| Returns for 3 years | -2.69 | 4.31 | -62% |
| Returns for 5 years | 47.88 | 71.17 | 67% |
| Returns for 10 years | -18.58 | 79.14 | -23% |