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NWWLX vs PACAX
NWWLX vs PACAX Comparison
Open Charts NWWLX vs PACAX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets261.59M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.65
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets561.97M
NWWLX vs PACAX Comparison Chart
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NWWLX vs. PACAX commentary
May 24, 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 NWWLX is a Hold and PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 562M vs. NWWLX (262M). NWWLX pays higher dividends than PACAX: NWWLX (3.79) vs PACAX (3.51). NWWLX was incepted earlier than PACAX: NWWLX (11 years) vs PACAX (31 years). PACAX (1.00) is less costly to investors than NWWLX (0.59). PACAX is a more actively managed with annual turnover of: 372.00 vs. NWWLX (28.74). PACAX has a lower initial minimum investment than NWWLX: PACAX (0) vs NWWLX (50000). PACAX annual gain was more profitable for investors over the last year : 5.12 vs. NWWLX (3.34). NWWLX return over 5 years is better than : 11.57 vs. PACAX (10.10).
| NWWLX | PACAX | NWWLX / PACAX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.00 | 59% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 1.468 | 1.535 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 562M | 47% |
| Annual Yield % from dividends | 3.79 | 3.51 | 108% |
| Returns for 1 year | 3.34 | 5.12 | 65% |
| Returns for 3 years | 9.32 | 11.97 | 78% |
| Returns for 5 years | 11.57 | 10.10 | 115% |
| Returns for 10 years | 22.06 | 17.69 | 125% |
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