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NWFAX vs VTSMX
NWFAX vs VTSMX Comparison
Open Charts NWFAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
NWFAX vs VTSMX Comparison Chart in %
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NWFAX vs. VTSMX commentary
Sep 29, 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 NWFAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. NWFAX (1.81B). VTSMX pays higher dividends than NWFAX: VTSMX (1.07) vs NWFAX (0.17). NWFAX was incepted earlier than VTSMX: NWFAX (27 years) vs VTSMX (33 years). NWFAX (0.92) is less costly to investors than VTSMX (0.14). NWFAX is a more actively managed with annual turnover of: 83.61 vs. VTSMX (2.00). NWFAX has a lower initial minimum investment than VTSMX: NWFAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. NWFAX (3.68). VTSMX return over 5 years is better than : 96.53 vs. NWFAX (43.45).
| NWFAX | VTSMX | NWFAX / VTSMX | |
| Total Expense Ratio | 0.88 | 0.14 | 629% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 11.464 | 12.949 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 1.95T | 0% |
| Annual Yield % from dividends | 0.17 | 1.07 | 16% |
| Returns for 1 year | 3.68 | 15.63 | 24% |
| Returns for 3 years | 54.38 | 80.25 | 68% |
| Returns for 5 years | 43.45 | 96.53 | 45% |
| Returns for 10 years | 80.42 | 249.92 | 32% |
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