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NWWKX vs OCGCX
NWWKX vs OCGCX Comparison
Open Charts NWWKX vs OCGCX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets214.07M
JPMorgan Investor Conservative Growth C
Price$12.13
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.89B
NWWKX vs OCGCX Comparison Chart
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NWWKX vs. OCGCX commentary
Apr 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 Sell and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.89B vs. NWWKX (214M). NWWKX pays higher dividends than OCGCX: NWWKX (3.35) vs OCGCX (2.88). 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 : 3.89 vs. NWWKX (-0.80). NWWKX return over 5 years is better than : 16.46 vs. OCGCX (11.31).
| 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 | -1.911 | -0.683 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 3.89B | 6% |
| Annual Yield % from dividends | 3.35 | 2.88 | 116% |
| Returns for 1 year | -0.80 | 3.89 | -21% |
| Returns for 3 years | 0.06 | 2.10 | 3% |
| Returns for 5 years | 16.46 | 11.31 | 146% |
| Returns for 10 years | 11.75 | 10.87 | 108% |