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NAESX vs NWKEX
NAESX vs NWKEX Comparison
Open Charts NAESX vs NWKEX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Nationwide WCM Focused Sm Cp R6
Price$30.42
Change+$0.35 (+1.16%)
VolumeN/A
Net Assets182.9M
NAESX vs NWKEX Comparison Chart in %
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NAESX vs. NWKEX commentary
Sep 08, 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 NWKEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NWKEX (183M). NAESX pays higher dividends than NWKEX: NAESX (1.20) vs NWKEX (1.06). NAESX was incepted earlier than NWKEX: NAESX (65 years) vs NWKEX (12 years). NWKEX (0.86) is less costly to investors than NAESX (0.17). NWKEX is a more actively managed with annual turnover of: 17.79 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NWKEX: NAESX (3000) vs NWKEX (1000000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. NWKEX (-7.50). NAESX return over 5 years is better than : 66.60 vs. NWKEX (40.06).
| NAESX | NWKEX | NAESX / NWKEX | |
| Total Expense Ratio | 0.17 | 0.80 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.86 | 20% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 6.494 | -1.735 | -374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 183M | 87,978% |
| Annual Yield % from dividends | 1.20 | 1.06 | 113% |
| Returns for 1 year | 13.62 | -7.50 | -182% |
| Returns for 3 years | 39.23 | 19.45 | 202% |
| Returns for 5 years | 66.60 | 40.06 | 166% |
| Returns for 10 years | 132.36 | 3.01 | 4,399% |
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