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NWWKX vs VTMFX
NWWKX vs VTMFX Comparison
Open Charts NWWKX vs VTMFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$10.17
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets212.2M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
NWWKX vs VTMFX Comparison Chart in %
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NWWKX vs. VTMFX commentary
Feb 05, 2026
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 NWWKX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. NWWKX (212M). NWWKX pays higher dividends than VTMFX: NWWKX (3.96) vs VTMFX (2.11). NWWKX was incepted earlier than VTMFX: NWWKX (12 years) vs VTMFX (31 years). NWWKX (0.60) is less costly to investors than VTMFX (0.09). NWWKX is a more actively managed with annual turnover of: 32.92 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than NWWKX: VTMFX (10000) vs NWWKX (50000). NWWKX annual gain was more profitable for investors over the last year : 10.29 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. NWWKX (11.33).
| NWWKX | VTMFX | NWWKX / VTMFX | |
| Total Expense Ratio | 0.60 | 0.09 | 667% |
| Annual Report Gross Expense Ratio | 0.60 | 0.09 | 667% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 1.700 | 1.056 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 10000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 11.5B | 2% |
| Annual Yield % from dividends | 3.96 | 2.11 | 187% |
| Returns for 1 year | 10.29 | 8.45 | 122% |
| Returns for 3 years | 17.63 | 32.78 | 54% |
| Returns for 5 years | 11.33 | 33.48 | 34% |
| Returns for 10 years | 40.69 | 103.36 | 39% |
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