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NWFAX vs VTSMX
NWFAX vs VTSMX Comparison
Open Charts NWFAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
NWFAX vs VTSMX Comparison Chart in %
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NWFAX vs. VTSMX commentary
Oct 19, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. NWFAX (1.8B). VTSMX pays higher dividends than NWFAX: VTSMX (1.04) vs NWFAX (0.17). NWFAX was incepted earlier than VTSMX: NWFAX (27 years) vs VTSMX (34 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 : 13.79 vs. NWFAX (2.19). VTSMX return over 5 years is better than : 84.86 vs. NWFAX (35.39).
| 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 | 34 years | - |
| Gain YTD | 11.715 | 13.012 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 2.02T | 0% |
| Annual Yield % from dividends | 0.17 | 1.04 | 17% |
| Returns for 1 year | 2.19 | 13.79 | 16% |
| Returns for 3 years | 50.56 | 76.02 | 67% |
| Returns for 5 years | 35.39 | 84.86 | 42% |
| Returns for 10 years | 68.04 | 225.10 | 30% |
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