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NAESX vs NWGSX
NAESX vs NWGSX Comparison
Open Charts NAESX vs NWGSX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nationwide WCM Focused Sm Cp Instl Svc
Price$29.07
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets181.57M
NAESX vs NWGSX Comparison Chart in %
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NAESX vs. NWGSX commentary
Jul 06, 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: 148B vs. NWGSX (182M). 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 : 12.22 vs. NWGSX (-6.94). NAESX return over 5 years is better than : 69.32 vs. NWGSX (42.38).
| 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 | 1.432 | -5.556 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 182M | 81,319% |
| Annual Yield % from dividends | 1.28 | 1.06 | 121% |
| Returns for 1 year | 12.22 | -6.94 | -176% |
| Returns for 3 years | 37.83 | 11.90 | 318% |
| Returns for 5 years | 69.32 | 42.38 | 164% |
| Returns for 10 years | 108.83 | -8.41 | -1,294% |