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NWWKX vs OICAX
NWWKX vs OICAX Comparison
Open Charts NWWKX vs OICAX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets219.26M
JPMorgan Investor Conservative Growth A
Price$12.62
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.93B
NWWKX vs OICAX Comparison Chart
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NWWKX vs. OICAX commentary
Jun 07, 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: 3.93B vs. NWWKX (219M). OICAX (3.35) 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 : 5.04 vs. NWWKX (0.18). NWWKX return over 5 years is better than : 14.19 vs. OICAX (12.76).
| 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 | 2.760 | 3.379 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 50000 | 500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 3.93B | 6% |
| Annual Yield % from dividends | 3.29 | 3.35 | 98% |
| Returns for 1 year | 0.18 | 5.04 | 4% |
| Returns for 3 years | 7.40 | 10.15 | 73% |
| Returns for 5 years | 14.19 | 12.76 | 111% |
| Returns for 10 years | 18.63 | 22.65 | 82% |
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