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NWWKX vs OICAX
NWWKX vs OICAX Comparison
Open Charts NWWKX vs OICAX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets216.92M
JPMorgan Investor Conservative Growth A
Price$12.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.1B
NWWKX vs OICAX Comparison Chart in %
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NWWKX vs. OICAX commentary
Aug 08, 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: 4.1B vs. NWWKX (217M). OICAX (3.32) and NWWKX (3.29) have matching dividends . NWWKX was incepted earlier than OICAX: NWWKX (11 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 : 7.13 vs. NWWKX (3.15). NWWKX return over 5 years is better than : 14.05 vs. OICAX (12.26).
| 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 | 29 years | - |
| Gain YTD | 5.778 | 6.259 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 4.1B | 5% |
| Annual Yield % from dividends | 3.29 | 3.32 | 99% |
| Returns for 1 year | 3.15 | 7.13 | 44% |
| Returns for 3 years | 11.11 | 13.57 | 82% |
| Returns for 5 years | 14.05 | 12.26 | 115% |
| Returns for 10 years | 21.86 | 25.77 | 85% |
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