Ad is loading...
NWKEX vs VSMAX
NWKEX vs VSMAX Comparison
Open Charts NWKEX vs VSMAX
Nationwide WCM Focused Sm Cp R6
Price$30.45
Change-$0.57 (-1.84%)
VolumeN/A
Net Assets200.53M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
NWKEX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWKEX vs. VSMAX commentary
Feb 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 NWKEX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. NWKEX (201M). 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 : 11.25 vs. NWKEX (-0.18). VSMAX return over 5 years is better than : 44.48 vs. NWKEX (16.00).
| 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 | -2.153 | -0.304 | 708% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 161B | 0% |
| Annual Yield % from dividends | 0.60 | 1.42 | 42% |
| Returns for 1 year | -0.18 | 11.25 | -2% |
| Returns for 3 years | 8.98 | 18.86 | 48% |
| Returns for 5 years | 16.00 | 44.48 | 36% |
| Returns for 10 years | -4.70 | 105.78 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...