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NAESX vs NWXRX
NAESX vs NWXRX Comparison
Open Charts NAESX vs NWXRX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Nationwide Small Cap Index Instl Svc
Price$13.02
Change+$0.16 (+1.24%)
VolumeN/A
Net Assets235.04M
NAESX vs NWXRX Comparison Chart in %
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NAESX vs. NWXRX 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 NWXRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NWXRX (235M). NWXRX pays higher dividends than NAESX: NWXRX (1.58) vs NAESX (1.20). NAESX was incepted earlier than NWXRX: NAESX (65 years) vs NWXRX (9 years). NWXRX (0.55) is less costly to investors than NAESX (0.17). NWXRX is a more actively managed with annual turnover of: 15.50 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NWXRX: NAESX (3000) vs NWXRX (50000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. NWXRX (9.43). NAESX return over 5 years is better than : 66.60 vs. NWXRX (47.58).
| NAESX | NWXRX | NAESX / NWXRX | |
| Total Expense Ratio | 0.17 | 0.51 | 33% |
| Annual Report Gross Expense Ratio | 0.17 | 0.55 | 31% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 6.494 | 7.855 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 235M | 68,511% |
| Annual Yield % from dividends | 1.20 | 1.58 | 76% |
| Returns for 1 year | 13.62 | 9.43 | 144% |
| Returns for 3 years | 39.23 | 32.25 | 122% |
| Returns for 5 years | 66.60 | 47.58 | 140% |
| Returns for 10 years | 132.36 | N/A | - |
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