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NWGSX vs VSMAX
NWGSX vs VSMAX Comparison
Open Charts NWGSX vs VSMAX
Nationwide WCM Focused Sm Cp Instl Svc
Price$27.60
Change-$0.74 (-2.61%)
VolumeN/A
Net Assets179.82M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
NWGSX vs VSMAX Comparison Chart
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NWGSX vs. VSMAX commentary
May 23, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. NWGSX (180M). VSMAX pays higher dividends than NWGSX: VSMAX (1.56) vs NWGSX (1.12). NWGSX was incepted earlier than VSMAX: NWGSX (18 years) vs VSMAX (25 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 (13.00). 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 : 3.93 vs. NWGSX (-9.63). VSMAX return over 5 years is better than : 72.27 vs. NWGSX (47.71).
| 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 | 25 years | - |
| Gain YTD | -7.927 | -2.861 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 140B | 0% |
| Annual Yield % from dividends | 1.12 | 1.56 | 72% |
| Returns for 1 year | -9.63 | 3.93 | -245% |
| Returns for 3 years | 9.59 | 27.20 | 35% |
| Returns for 5 years | 47.71 | 72.27 | 66% |
| Returns for 10 years | -11.31 | 96.62 | -12% |
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