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NWWKX vs OICAX
NWWKX vs OICAX Comparison
Open Charts NWWKX vs OICAX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$10.22
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets220.06M
JPMorgan Investor Conservative Growth A
Price$13.23
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets4.2B
NWWKX vs OICAX Comparison Chart in %
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NWWKX vs. OICAX commentary
Oct 09, 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 Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.2B vs. NWWKX (220M). OICAX (3.22) and NWWKX (3.21) have matching dividends . NWWKX was incepted earlier than OICAX: NWWKX (12 years) vs OICAX (29 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 : 6.36 vs. NWWKX (1.99). NWWKX return over 5 years is better than : 16.49 vs. OICAX (13.91).
| NWWKX | OICAX | NWWKX / OICAX | |
| Total Expense Ratio | 0.60 | 0.94 | 64% |
| Annual Report Gross Expense Ratio | 0.60 | 0.94 | 64% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 9.090 | 9.167 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 4.2B | 5% |
| Annual Yield % from dividends | 3.21 | 3.22 | 100% |
| Returns for 1 year | 1.99 | 6.36 | 31% |
| Returns for 3 years | 24.14 | 25.33 | 95% |
| Returns for 5 years | 16.49 | 13.91 | 119% |
| Returns for 10 years | 27.74 | 31.36 | 88% |
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