Ad is loading...
NWAJX vs VFWPX
NWAJX vs VFWPX Comparison
Open Charts NWAJX vs VFWPX
Nationwide Janus Henderson Ovrs Eagle
Price$20.10
Change-$0.47 (-2.28%)
VolumeN/A
CapitalizationN/A
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$121.71
Change-$2.57 (-2.07%)
VolumeN/A
CapitalizationN/A
NWAJX vs VFWPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWAJX vs. VFWPX commentary
Dec 19, 2024
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 NWAJX is a Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 58.2B vs. NWAJX (50.5M). VFWPX (3.36) and NWAJX (3.30) have matching dividends . NWAJX was incepted earlier than VFWPX: NWAJX (6 years) vs VFWPX (14 years). NWAJX is a more actively managed with annual turnover of: 40.07 vs. VFWPX (4.00). NWAJX has a lower initial minimum investment than VFWPX: NWAJX (50000) vs VFWPX (100000000). NWAJX annual gain was more profitable for investors over the last year : 9.92 vs. VFWPX (6.00). VFWPX return over 5 years is better than : 12.58 vs. NWAJX (11.38).
| NWAJX | VFWPX | NWAJX / VFWPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 7.775 | 4.214 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 58.2B | 0% |
| Annual Yield % from dividends | 3.30 | 3.36 | 98% |
| Returns for 1 year | 9.92 | 6.00 | 165% |
| Returns for 3 years | -20.39 | -0.35 | 5,901% |
| Returns for 5 years | 11.38 | 12.58 | 90% |
| Returns for 10 years | N/A | 32.39 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...