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NWGSX vs VSMAX
NWGSX vs VSMAX Comparison
Open Charts NWGSX vs VSMAX
Nationwide WCM Focused Sm Cp Instl Svc
Price$28.72
Change+$0.29 (+1.02%)
VolumeN/A
Net Assets179.59M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
NWGSX vs VSMAX Comparison Chart in %
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NWGSX vs. VSMAX commentary
Jul 27, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. NWGSX (180M). VSMAX pays higher dividends than NWGSX: VSMAX (1.40) vs NWGSX (1.06). 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 : 8.49 vs. NWGSX (-14.57). VSMAX return over 5 years is better than : 66.87 vs. NWGSX (34.88).
| 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 | -6.693 | 2.804 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 153B | 0% |
| Annual Yield % from dividends | 1.06 | 1.40 | 76% |
| Returns for 1 year | -14.57 | 8.49 | -172% |
| Returns for 3 years | 7.82 | 34.27 | 23% |
| Returns for 5 years | 34.88 | 66.87 | 52% |
| Returns for 10 years | -7.80 | 115.21 | -7% |
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