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NWKEX vs VSMAX
NWKEX vs VSMAX Comparison
Open Charts NWKEX vs VSMAX
Nationwide WCM Focused Sm Cp R6
Price$26.89
Change+$0.41 (+1.55%)
VolumeN/A
Net Assets167.68M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
NWKEX vs VSMAX Comparison Chart
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NWKEX vs. VSMAX commentary
Apr 26, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. NWKEX (168M). 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 : -2.34 vs. NWKEX (-14.03). VSMAX return over 5 years is better than : 71.79 vs. NWKEX (52.46).
| 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 | -14.910 | -12.239 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 143B | 0% |
| Annual Yield % from dividends | 1.16 | 1.52 | 76% |
| Returns for 1 year | -14.03 | -2.34 | 599% |
| Returns for 3 years | -4.01 | 4.74 | -85% |
| Returns for 5 years | 52.46 | 71.79 | 73% |
| Returns for 10 years | -18.13 | 79.09 | -23% |