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NWWLX vs PACAX
NWWLX vs PACAX Comparison
Open Charts NWWLX vs PACAX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.80
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets259.68M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.80
Change-$0.07 (-0.64%)
VolumeN/A
Net Assets563.09M
NWWLX vs PACAX Comparison Chart
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NWWLX vs. PACAX commentary
Jun 16, 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 StrongBuy and PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 563M vs. NWWLX (260M). NWWLX pays higher dividends than PACAX: NWWLX (3.78) vs PACAX (3.25). 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 : 4.51 vs. NWWLX (2.88). NWWLX return over 5 years is better than : 10.85 vs. PACAX (9.81).
| 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 | 2.554 | 2.965 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 563M | 46% |
| Annual Yield % from dividends | 3.78 | 3.25 | 116% |
| Returns for 1 year | 2.88 | 4.51 | 64% |
| Returns for 3 years | 14.47 | 18.77 | 77% |
| Returns for 5 years | 10.85 | 9.81 | 111% |
| Returns for 10 years | 24.21 | 20.12 | 120% |
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