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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Nationwide WCM Focused Sm Cp Instl Svc
Price$28.72
Change+$0.29 (+1.02%)
VolumeN/A
Net Assets179.59M
NAESX vs NWGSX Comparison Chart in %
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NAESX vs. NWGSX commentary
Jul 27, 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 NAESX is a StrongBuy and NWGSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NWGSX (180M). NAESX pays higher dividends than NWGSX: NAESX (1.28) vs NWGSX (1.06). NAESX was incepted earlier than NWGSX: NAESX (65 years) vs NWGSX (18 years). NWGSX (0.94) is less costly to investors than NAESX (0.17). NWGSX is a more actively managed with annual turnover of: 17.79 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NWGSX: NAESX (3000) vs NWGSX (50000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. NWGSX (-14.57). NAESX return over 5 years is better than : 66.66 vs. NWGSX (34.88).
| NAESX | NWGSX | NAESX / NWGSX | |
| Total Expense Ratio | 0.17 | 0.88 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.94 | 18% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | 2.781 | -6.693 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 180M | 85,000% |
| Annual Yield % from dividends | 1.28 | 1.06 | 121% |
| Returns for 1 year | 8.46 | -14.57 | -58% |
| Returns for 3 years | 34.15 | 7.82 | 437% |
| Returns for 5 years | 66.66 | 34.88 | 191% |
| Returns for 10 years | 114.71 | -7.80 | -1,471% |
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