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NWWKX vs ONCFX
NWWKX vs ONCFX Comparison
Open Charts NWWKX vs ONCFX
Nationwide Inv Dest Mod Cnsrv Instl Svc
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets216.92M
JPMorgan Investor Conservative Growth I
Price$13.04
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.1B
NWWKX vs ONCFX Comparison Chart in %
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NWWKX vs. ONCFX 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.1B vs. NWWKX (217M). ONCFX pays higher dividends than NWWKX: ONCFX (3.53) 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 : 7.42 vs. NWWKX (3.15). NWWKX (14.05) and ONCFX (13.68) 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 | 5.778 | 6.440 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 217M | 4.1B | 5% |
| Annual Yield % from dividends | 3.29 | 3.53 | 93% |
| Returns for 1 year | 3.15 | 7.42 | 42% |
| Returns for 3 years | 11.11 | 14.46 | 77% |
| Returns for 5 years | 14.05 | 13.68 | 103% |
| Returns for 10 years | 21.86 | 29.03 | 75% |
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