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NWKEX vs VSMAX
NWKEX vs VSMAX Comparison
Open Charts NWKEX vs VSMAX
Nationwide WCM Focused Sm Cp R6
Price$27.08
Change-$1.30 (-4.58%)
VolumeN/A
Net Assets180.55M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
NWKEX vs VSMAX Comparison Chart
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NWKEX vs. VSMAX commentary
Apr 04, 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: 153B vs. NWKEX (181M). VSMAX pays higher dividends than NWKEX: VSMAX (1.52) vs NWKEX (1.16). NWKEX was incepted earlier than VSMAX: NWKEX (12 years) vs VSMAX (24 years). NWKEX (0.86) is less costly to investors than VSMAX (0.05). NWKEX is a more actively managed with annual turnover of: 17.79 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 : 1.20 vs. NWKEX (-10.84). VSMAX return over 5 years is better than : 115.95 vs. NWKEX (87.62).
| NWKEX | VSMAX | NWKEX / VSMAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -8.805 | -5.824 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 153B | 0% |
| Annual Yield % from dividends | 1.16 | 1.52 | 76% |
| Returns for 1 year | -10.84 | 1.20 | -900% |
| Returns for 3 years | -0.32 | 6.53 | -5% |
| Returns for 5 years | 87.62 | 115.95 | 76% |
| Returns for 10 years | -12.82 | 91.10 | -14% |