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NWKEX vs VSMAX
NWKEX vs VSMAX Comparison
Open Charts NWKEX vs VSMAX
Nationwide WCM Focused Sm Cp R6
Price$32.04
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets242.46M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NWKEX vs VSMAX Comparison Chart
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VS
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NWKEX vs. VSMAX commentary
Jan 18, 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 NWKEX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. NWKEX (242M). VSMAX pays higher dividends than NWKEX: VSMAX (1.42) vs NWKEX (0.60). NWKEX was incepted earlier than VSMAX: NWKEX (11 years) vs VSMAX (24 years). NWKEX is a more actively managed with annual turnover of: 19.48 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NWKEX: VSMAX (3000) vs NWKEX (1000000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. NWKEX (8.92). VSMAX return over 5 years is better than : 48.99 vs. NWKEX (22.34).
| NWKEX | VSMAX | NWKEX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.956 | 3.369 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 155B | 0% |
| Annual Yield % from dividends | 0.60 | 1.42 | 42% |
| Returns for 1 year | 8.92 | 21.26 | 42% |
| Returns for 3 years | 11.91 | 17.25 | 69% |
| Returns for 5 years | 22.34 | 48.99 | 46% |
| Returns for 10 years | 6.00 | 127.10 | 5% |
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