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NWWKX vs VTMFX
NWWKX vs VTMFX Comparison
Open Charts NWWKX vs VTMFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.63
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets231.4M
Vanguard Tax-Managed Balanced Adm
Price$46.16
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets10.36B
NWWKX vs VTMFX Comparison Chart
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NWWKX vs. VTMFX commentary
Jan 31, 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 NWWKX is a Sell and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.4B vs. NWWKX (231M). 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 : 12.29 vs. NWWKX (3.00). VTMFX return over 5 years is better than : 39.77 vs. NWWKX (12.50).
| 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 | 2.013 | 1.680 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 10000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 10.4B | 2% |
| Annual Yield % from dividends | 3.05 | 1.93 | 158% |
| Returns for 1 year | 3.00 | 12.29 | 24% |
| Returns for 3 years | -0.64 | 16.83 | -4% |
| Returns for 5 years | 12.50 | 39.77 | 31% |
| Returns for 10 years | 18.38 | 81.83 | 22% |
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