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NWXRX vs VSMAX
NWXRX vs VSMAX Comparison
Open Charts NWXRX vs VSMAX
Nationwide Small Cap Index Instl Svc
Price$12.65
Change-$0.14 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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NWXRX vs VSMAX Comparison Chart
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NWXRX vs. VSMAX commentary
Sep 21, 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 NWXRX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. NWXRX (249M). VSMAX pays higher dividends than NWXRX: VSMAX (1.42) vs NWXRX (1.00). NWXRX was incepted earlier than VSMAX: NWXRX (8 years) vs VSMAX (24 years). NWXRX is a more actively managed with annual turnover of: 15.43 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NWXRX: VSMAX (3000) vs NWXRX (50000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. NWXRX (22.01). VSMAX return over 5 years is better than : 53.45 vs. NWXRX (30.76).
| NWXRX | VSMAX | NWXRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 9.547 | 10.898 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 149B | 0% |
| Annual Yield % from dividends | 1.00 | 1.42 | 70% |
| Returns for 1 year | 22.01 | 25.54 | 86% |
| Returns for 3 years | -4.71 | 8.91 | -53% |
| Returns for 5 years | 30.76 | 53.45 | 58% |
| Returns for 10 years | N/A | 121.55 | - |