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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nationwide WCM Focused Sm Cp Instl Svc
Price$27.66
Change-$0.60 (-2.12%)
VolumeN/A
Net Assets174.05M
NAESX vs NWGSX Comparison Chart
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NAESX vs. NWGSX commentary
Jun 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 NAESX is a Buy and NWGSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NWGSX (174M). NAESX pays higher dividends than NWGSX: NAESX (1.35) 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 : 5.19 vs. NWGSX (-11.20). NAESX return over 5 years is better than : 63.19 vs. NWGSX (37.60).
| 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 | -4.390 | -10.136 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 174M | 85,057% |
| Annual Yield % from dividends | 1.35 | 1.07 | 126% |
| Returns for 1 year | 5.19 | -11.20 | -46% |
| Returns for 3 years | 31.28 | 8.95 | 349% |
| Returns for 5 years | 63.19 | 37.60 | 168% |
| Returns for 10 years | 92.88 | -14.36 | -647% |
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