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NWWKX vs ONCFX
NWWKX vs ONCFX Comparison
Open Charts NWWKX vs ONCFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets219.26M
JPMorgan Investor Conservative Growth I
Price$12.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.93B
NWWKX vs ONCFX Comparison Chart
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NWWKX vs. ONCFX 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.93B vs. NWWKX (219M). ONCFX pays higher dividends than NWWKX: ONCFX (3.57) vs NWWKX (3.29). NWWKX was incepted earlier than ONCFX: NWWKX (11 years) vs ONCFX (29 years). ONCFX (0.69) is less costly to investors than NWWKX (0.60). NWWKX is a more actively managed with annual turnover of: 35.30 vs. ONCFX (8.00). NWWKX has a lower initial minimum investment than ONCFX: NWWKX (50000) vs ONCFX (1000000). ONCFX annual gain was more profitable for investors over the last year : 5.26 vs. NWWKX (0.18). ONCFX (14.20) and NWWKX (14.19) have equivalent 5 years return.
| NWWKX | ONCFX | NWWKX / ONCFX | |
| Total Expense Ratio | 0.60 | 0.69 | 87% |
| Annual Report Gross Expense Ratio | 0.60 | 0.69 | 87% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 2.760 | 3.455 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 219M | 3.93B | 6% |
| Annual Yield % from dividends | 3.29 | 3.57 | 92% |
| Returns for 1 year | 0.18 | 5.26 | 3% |
| Returns for 3 years | 7.40 | 10.95 | 68% |
| Returns for 5 years | 14.19 | 14.20 | 100% |
| Returns for 10 years | 18.63 | 25.76 | 72% |
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