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NWWLX vs PFILX
NWWLX vs PFILX Comparison
Open Charts NWWLX vs PFILX
Nationwide Inv Dest Cnsrv Ins Svc
Price$10.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal SAM Flexible Income R4
Price$12.17
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
NWWLX vs PFILX Comparison Chart
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NWWLX vs. PFILX commentary
Nov 15, 2024
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 Sell and PFILX is a Hold.
FUNDAMENTALS
Fundamentals
PFILX has more cash in the bank: 2.36B vs. NWWLX (292M). NWWLX pays higher dividends than PFILX: NWWLX (3.56) vs PFILX (2.64). NWWLX was incepted earlier than PFILX: NWWLX (11 years) vs PFILX (18 years). PFILX is a more actively managed with annual turnover of: 20.80 vs. NWWLX (8.48). PFILX has a lower initial minimum investment than NWWLX: PFILX (0) vs NWWLX (50000). PFILX annual gain was more profitable for investors over the last year : 12.85 vs. NWWLX (10.48). NWWLX return over 5 years is better than : 12.47 vs. PFILX (9.06).
| NWWLX | PFILX | NWWLX / PFILX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 5.165 | 6.784 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 2.36B | 12% |
| Annual Yield % from dividends | 3.56 | 2.64 | 135% |
| Returns for 1 year | 10.48 | 12.85 | 82% |
| Returns for 3 years | -0.73 | -3.92 | 19% |
| Returns for 5 years | 12.47 | 9.06 | 138% |
| Returns for 10 years | 24.23 | 22.15 | 109% |
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