Ad is loading...
NWWKX vs VTMFX
NWWKX vs VTMFX Comparison
Open Charts NWWKX vs VTMFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.28
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets215.14M
Vanguard Tax-Managed Balanced Adm
Price$42.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets10.14B
NWWKX vs VTMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWWKX vs. VTMFX commentary
Apr 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.1B vs. NWWKX (215M). NWWKX pays higher dividends than VTMFX: NWWKX (3.35) vs VTMFX (2.23). 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 : 3.15 vs. NWWKX (-0.79). VTMFX return over 5 years is better than : 41.21 vs. NWWKX (18.25).
| 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 | -1.592 | -5.192 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 10000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 10.1B | 2% |
| Annual Yield % from dividends | 3.35 | 2.23 | 150% |
| Returns for 1 year | -0.79 | 3.15 | -25% |
| Returns for 3 years | 0.19 | 12.91 | 1% |
| Returns for 5 years | 18.25 | 41.21 | 44% |
| Returns for 10 years | 12.33 | 67.48 | 18% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MLPA | 49.49 | 0.67 | +1.37% |
| Global X MLP ETF | |||
| MPA | 10.71 | 0.11 | +1.00% |
| Blackrock Muniyield Pennsylvania Quality Fund | |||
| BIS | 20.21 | 0.11 | +0.55% |
| ProShares UltraShort Nasdaq Biotech | |||
| EMHY | 37.23 | 0.11 | +0.30% |
| iShares J.P. Morgan EM High Yld Bd ETF | |||
| STXD | 31.07 | -0.15 | -0.47% |
| Strive 1000 Dividend Growth ETF | |||