NWXRX
Price
$12.29
Change
+$0.12 (+0.99%)
Updated
Jul 3 closing price
Net Assets
232.15M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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NWXRX vs VSMAX

Header iconNWXRX vs VSMAX Comparison
Open Charts NWXRX vs VSMAXBanner chart's image
Nationwide Small Cap Index Instl Svc
Price$12.29
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets232.15M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
NWXRX vs VSMAX Comparison Chart in %
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VS
NWXRX vs. VSMAX commentary
Jul 07, 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 NWXRX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NWXRX (232M). NWXRX pays higher dividends than VSMAX: NWXRX (1.71) vs VSMAX (1.40). NWXRX was incepted earlier than VSMAX: NWXRX (9 years) vs VSMAX (25 years). NWXRX (0.55) is less costly to investors than VSMAX (0.05). NWXRX is a more actively managed with annual turnover of: 15.50 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than NWXRX: VSMAX (3000) vs NWXRX (50000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. NWXRX (7.69). VSMAX return over 5 years is better than : 69.54 vs. NWXRX (48.89).
NWXRXVSMAXNWXRX / VSMAX
Total Expense Ratio0.510.051,020%
Annual Report Gross Expense Ratio0.550.051,100%
Fund Existence9 years25 years-
Gain YTD1.3411.44793%
Front LoadN/AN/A-
Min. Initial Investment5000030001,667%
Min. Initial Investment IRAN/AN/A-
Net Assets232M148B0%
Annual Yield % from dividends1.711.40122%
Returns for 1 year7.6912.2563%
Returns for 3 years29.1737.9577%
Returns for 5 years48.8969.5470%
Returns for 10 yearsN/A109.34-
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