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NWWKX vs OICAX
NWWKX vs OICAX Comparison
Open Charts NWWKX vs OICAX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets219.21M
JPMorgan Investor Conservative Growth A
Price$12.55
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.95B
NWWKX vs OICAX Comparison Chart
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NWWKX vs. OICAX commentary
May 14, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.95B vs. NWWKX (219M). OICAX (3.39) and NWWKX (3.34) have matching dividends . NWWKX was incepted earlier than OICAX: NWWKX (11 years) vs OICAX (28 years). OICAX (0.94) is less costly to investors than NWWKX (0.60). NWWKX is a more actively managed with annual turnover of: 35.30 vs. OICAX (8.00). OICAX has a lower initial minimum investment than NWWKX: OICAX (500) vs NWWKX (50000). OICAX annual gain was more profitable for investors over the last year : 5.31 vs. NWWKX (0.45). NWWKX return over 5 years is better than : 20.61 vs. OICAX (17.10).
| NWWKX | OICAX | NWWKX / OICAX | |
| Total Expense Ratio | 0.60 | 0.94 | 64% |
| Annual Report Gross Expense Ratio | 0.60 | 0.94 | 64% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 1.699 | 2.321 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 3.95B | 6% |
| Annual Yield % from dividends | 3.34 | 3.39 | 99% |
| Returns for 1 year | 0.45 | 5.31 | 8% |
| Returns for 3 years | 8.28 | 10.45 | 79% |
| Returns for 5 years | 20.61 | 17.10 | 121% |
| Returns for 10 years | 15.65 | 19.87 | 79% |
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