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NWWKX vs VTMFX
NWWKX vs VTMFX Comparison
Open Charts NWWKX vs VTMFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$10.23
Change-$0.05 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Balanced Adm
Price$43.87
Change-$0.34 (-0.77%)
VolumeN/A
CapitalizationN/A
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NWWKX vs VTMFX Comparison Chart
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NWWKX vs. VTMFX commentary
Sep 08, 2024
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 NWWKX is a Sell and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.1B vs. NWWKX (250M). NWWKX pays higher dividends than VTMFX: NWWKX (3.05) vs VTMFX (1.93). NWWKX was incepted earlier than VTMFX: NWWKX (11 years) vs VTMFX (30 years). VTMFX is a more actively managed with annual turnover of: 23.00 vs. NWWKX (12.97). VTMFX has a lower initial minimum investment than NWWKX: VTMFX (10000) vs NWWKX (50000). VTMFX annual gain was more profitable for investors over the last year : 13.71 vs. NWWKX (11.05). VTMFX return over 5 years is better than : 39.71 vs. NWWKX (19.42).
| NWWKX | VTMFX | NWWKX / VTMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 7.087 | 7.759 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 10000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 10.1B | 2% |
| Annual Yield % from dividends | 3.05 | 1.93 | 158% |
| Returns for 1 year | 11.05 | 13.71 | 81% |
| Returns for 3 years | -0.32 | 9.00 | -4% |
| Returns for 5 years | 19.42 | 39.71 | 49% |
| Returns for 10 years | 21.11 | 77.03 | 27% |