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NWFAX vs VTSMX
NWFAX vs VTSMX Comparison
Open Charts NWFAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
NWFAX vs VTSMX Comparison Chart
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NWFAX vs. VTSMX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NWFAX (1.7B). VTSMX pays higher dividends than NWFAX: VTSMX (1.18) vs NWFAX (0.16). 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 : 10.06 vs. NWFAX (-1.03). VTSMX return over 5 years is better than : 91.36 vs. NWFAX (44.12).
| 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 | 1.861 | 1.349 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 1.82T | 0% |
| Annual Yield % from dividends | 0.16 | 1.18 | 13% |
| Returns for 1 year | -1.03 | 10.06 | -10% |
| Returns for 3 years | 37.11 | 57.59 | 64% |
| Returns for 5 years | 44.12 | 91.36 | 48% |
| Returns for 10 years | 46.66 | 178.92 | 26% |
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