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NWKEX vs VSMAX
NWKEX vs VSMAX Comparison
Open Charts NWKEX vs VSMAX
Nationwide WCM Focused Sm Cp R6
Price$27.83
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets174.95M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
NWKEX vs VSMAX Comparison Chart
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NWKEX vs. VSMAX commentary
May 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. NWKEX (175M). VSMAX pays higher dividends than NWKEX: VSMAX (1.56) vs NWKEX (1.20). NWKEX was incepted earlier than VSMAX: NWKEX (12 years) vs VSMAX (25 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 (13.00). 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 : 1.77 vs. NWKEX (-11.47). VSMAX return over 5 years is better than : 67.52 vs. NWKEX (44.57).
| 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 | 25 years | - |
| Gain YTD | -10.315 | -5.538 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 140B | 0% |
| Annual Yield % from dividends | 1.20 | 1.56 | 77% |
| Returns for 1 year | -11.47 | 1.77 | -648% |
| Returns for 3 years | 6.17 | 22.35 | 28% |
| Returns for 5 years | 44.57 | 67.52 | 66% |
| Returns for 10 years | -12.60 | 91.20 | -14% |
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