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NWWKX vs OCGCX
NWWKX vs OCGCX Comparison
Open Charts NWWKX vs OCGCX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.49
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets226.59M
JPMorgan Investor Conservative Growth C
Price$12.35
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets4.01B
NWWKX vs OCGCX Comparison Chart
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NWWKX vs. OCGCX commentary
Mar 12, 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: 4.01B vs. NWWKX (227M). NWWKX pays higher dividends than OCGCX: NWWKX (3.24) vs OCGCX (2.83). 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 : 4.20 vs. NWWKX (-0.13). NWWKX return over 5 years is better than : 20.68 vs. OCGCX (13.96).
| 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 | 1.165 | 1.737 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 4.01B | 6% |
| Annual Yield % from dividends | 3.24 | 2.83 | 114% |
| Returns for 1 year | -0.13 | 4.20 | -3% |
| Returns for 3 years | 2.89 | 4.00 | 72% |
| Returns for 5 years | 20.68 | 13.96 | 148% |
| Returns for 10 years | 17.29 | 15.00 | 115% |