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NWGSX vs VSMAX
NWGSX vs VSMAX Comparison
Open Charts NWGSX vs VSMAX
Nationwide WCM Focused Sm Cp Instl Svc
Price$27.66
Change-$0.60 (-2.12%)
VolumeN/A
Net Assets174.05M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NWGSX vs VSMAX Comparison Chart
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NWGSX vs. VSMAX 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 NWGSX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NWGSX (174M). VSMAX pays higher dividends than NWGSX: VSMAX (1.48) vs NWGSX (1.07). NWGSX was incepted earlier than VSMAX: NWGSX (18 years) vs VSMAX (25 years). NWGSX (0.94) is less costly to investors than VSMAX (0.05). NWGSX is a more actively managed with annual turnover of: 17.79 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NWGSX: VSMAX (3000) vs NWGSX (50000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. NWGSX (-11.20). VSMAX return over 5 years is better than : 63.38 vs. NWGSX (37.60).
| NWGSX | VSMAX | NWGSX / VSMAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -10.136 | -4.364 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 148B | 0% |
| Annual Yield % from dividends | 1.07 | 1.48 | 73% |
| Returns for 1 year | -11.20 | 5.22 | -215% |
| Returns for 3 years | 8.95 | 31.37 | 29% |
| Returns for 5 years | 37.60 | 63.38 | 59% |
| Returns for 10 years | -14.36 | 93.38 | -15% |
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