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NWGSX vs VSMAX
NWGSX vs VSMAX Comparison
Open Charts NWGSX vs VSMAX
Nationwide WCM Focused Sm Cp Instl Svc
Price$34.06
Change-$0.35 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
NWGSX vs VSMAX Comparison Chart
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NWGSX vs. VSMAX commentary
Nov 15, 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 Hold and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. NWGSX (258M). 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 : 30.05 vs. NWGSX (21.35). VSMAX return over 5 years is better than : 57.30 vs. NWGSX (29.78).
| 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 | 10.227 | 17.048 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 151B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 21.35 | 30.05 | 71% |
| Returns for 3 years | 6.79 | 6.03 | 113% |
| Returns for 5 years | 29.78 | 57.30 | 52% |
| Returns for 10 years | 11.80 | 126.96 | 9% |
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