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NWWKX vs VTMFX
NWWKX vs VTMFX Comparison
Open Charts NWWKX vs VTMFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.49
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets226.59M
Vanguard Tax-Managed Balanced Adm
Price$44.29
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets10.54B
NWWKX vs VTMFX Comparison Chart
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NWWKX vs. VTMFX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.5B vs. NWWKX (227M). NWWKX pays higher dividends than VTMFX: NWWKX (3.24) vs VTMFX (2.06). NWWKX was incepted earlier than VTMFX: NWWKX (11 years) vs VTMFX (31 years). NWWKX (0.60) is less costly to investors than VTMFX (0.09). NWWKX is a more actively managed with annual turnover of: 35.30 vs. VTMFX (23.00). 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 : 6.58 vs. NWWKX (-0.13). VTMFX return over 5 years is better than : 48.01 vs. NWWKX (20.68).
| NWWKX | VTMFX | NWWKX / VTMFX | |
| Total Expense Ratio | 0.60 | 0.09 | 667% |
| Annual Report Gross Expense Ratio | 0.60 | 0.09 | 667% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 1.165 | -0.486 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 10000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 10.5B | 2% |
| Annual Yield % from dividends | 3.24 | 2.06 | 157% |
| Returns for 1 year | -0.13 | 6.58 | -2% |
| Returns for 3 years | 2.89 | 19.23 | 15% |
| Returns for 5 years | 20.68 | 48.01 | 43% |
| Returns for 10 years | 17.29 | 77.03 | 22% |
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