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NWWKX vs VTMFX
NWWKX vs VTMFX Comparison
Open Charts NWWKX vs VTMFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$10.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets219.83M
Vanguard Tax-Managed Balanced Adm
Price$48.67
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets11.28B
NWWKX vs VTMFX Comparison Chart in %
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NWWKX vs. VTMFX 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 NWWKX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.3B vs. NWWKX (220M). NWWKX pays higher dividends than VTMFX: NWWKX (3.21) vs VTMFX (2.12). 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: 35.30 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than NWWKX: VTMFX (10000) vs NWWKX (50000). VTMFX annual gain was more profitable for investors over the last year : 7.69 vs. NWWKX (1.70). VTMFX return over 5 years is better than : 40.28 vs. NWWKX (16.71).
| 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 | 9.304 | 7.663 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 10000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 11.3B | 2% |
| Annual Yield % from dividends | 3.21 | 2.12 | 152% |
| Returns for 1 year | 1.70 | 7.69 | 22% |
| Returns for 3 years | 23.83 | 40.81 | 58% |
| Returns for 5 years | 16.71 | 40.28 | 41% |
| Returns for 10 years | 27.87 | 92.89 | 30% |
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