Interact to see
Advertisement
Advertisement
NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Nationwide WCM Focused Sm Cp Instl Svc
Price$29.11
Change+$0.37 (+1.29%)
VolumeN/A
Net Assets97.83M
NAESX vs NWGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NWGSX commentary
Sep 28, 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: 161B vs. NWGSX (97.8M). NAESX pays higher dividends than NWGSX: NAESX (1.20) vs NWGSX (0.99). NAESX was incepted earlier than NWGSX: NAESX (65 years) vs NWGSX (19 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 : 8.00 vs. NWGSX (-13.86). NAESX return over 5 years is better than : 71.48 vs. NWGSX (41.83).
| 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 | 19 years | - |
| Gain YTD | 6.199 | -5.426 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 97.8M | 164,622% |
| Annual Yield % from dividends | 1.20 | 0.99 | 121% |
| Returns for 1 year | 8.00 | -13.86 | -58% |
| Returns for 3 years | 50.66 | 21.64 | 234% |
| Returns for 5 years | 71.48 | 41.83 | 171% |
| Returns for 10 years | 148.14 | 4.09 | 3,618% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SMBYX | 43.58 | 0.46 | +1.07% |
| ClearBridge Mid Cap I | |||
| MDSPX | 28.94 | 0.28 | +0.98% |
| BlackRock Advantage SMID Cap Inv A | |||
| TRPSX | 29.64 | 0.24 | +0.82% |
| Nuveen Large Cap Responsible Eq Prem | |||
| BUIDX | 34.52 | 0.24 | +0.70% |
| Buffalo Growth & Income Inst | |||
| ALIBX | 13.10 | 0.05 | +0.38% |
| ALPS/Smith Balanced Opportunity Inv | |||