Interact to see
Advertisement
Advertisement
NWWKX vs OCGCX
NWWKX vs OCGCX Comparison
Open Charts NWWKX vs OCGCX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets219.26M
JPMorgan Investor Conservative Growth C
Price$12.54
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.93B
NWWKX vs OCGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NWWKX vs. OCGCX commentary
Jun 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 NWWKX is a Sell and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.93B vs. NWWKX (219M). NWWKX pays higher dividends than OCGCX: NWWKX (3.29) vs OCGCX (2.87). NWWKX was incepted earlier than OCGCX: NWWKX (11 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than NWWKX (0.60). NWWKX is a more actively managed with annual turnover of: 35.30 vs. OCGCX (8.00). OCGCX has a lower initial minimum investment than NWWKX: OCGCX (500) vs NWWKX (50000). OCGCX annual gain was more profitable for investors over the last year : 4.46 vs. NWWKX (0.18). NWWKX return over 5 years is better than : 14.19 vs. OCGCX (10.02).
| NWWKX | OCGCX | NWWKX / OCGCX | |
| Total Expense Ratio | 0.60 | 1.44 | 42% |
| Annual Report Gross Expense Ratio | 0.60 | 1.44 | 42% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 2.760 | 3.185 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 3.93B | 6% |
| Annual Yield % from dividends | 3.29 | 2.87 | 115% |
| Returns for 1 year | 0.18 | 4.46 | 4% |
| Returns for 3 years | 7.40 | 8.43 | 88% |
| Returns for 5 years | 14.19 | 10.02 | 142% |
| Returns for 10 years | 18.63 | 16.54 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement