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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Nationwide WCM Focused Sm Cp Instl Svc
Price$29.62
Change-$0.17 (-0.57%)
VolumeN/A
Net Assets183.7M
NAESX vs NWGSX Comparison Chart in %
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NAESX vs. NWGSX commentary
Aug 18, 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 Hold and NWGSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NWGSX (184M). NAESX pays higher dividends than NWGSX: NAESX (1.25) vs NWGSX (1.07). 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 : 9.15 vs. NWGSX (-10.76). NAESX return over 5 years is better than : 57.53 vs. NWGSX (31.62).
| 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 | 2.494 | -3.769 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 184M | 83,696% |
| Annual Yield % from dividends | 1.25 | 1.07 | 117% |
| Returns for 1 year | 9.15 | -10.76 | -85% |
| Returns for 3 years | 20.39 | 2.83 | 719% |
| Returns for 5 years | 57.53 | 31.62 | 182% |
| Returns for 10 years | 112.59 | -5.15 | -2,187% |
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