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NWWLX vs PFIPX
NWWLX vs PFIPX Comparison
Open Charts NWWLX vs PFIPX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets261.59M
Principal SAM Flexible Income R3
Price$12.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.22B
NWWLX vs PFIPX Comparison Chart
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NWWLX vs. PFIPX 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.22B vs. NWWLX (262M). NWWLX pays higher dividends than PFIPX: NWWLX (3.79) vs PFIPX (2.56). NWWLX was incepted earlier than PFIPX: NWWLX (11 years) vs PFIPX (18 years). PFIPX (1.26) is less costly to investors than NWWLX (0.59). NWWLX is a more actively managed with annual turnover of: 28.74 vs. PFIPX (19.80). PFIPX has a lower initial minimum investment than NWWLX: PFIPX (0) vs NWWLX (50000). PFIPX annual gain was more profitable for investors over the last year : 5.66 vs. NWWLX (3.34). PFIPX return over 5 years is better than : 12.79 vs. NWWLX (11.57).
| NWWLX | PFIPX | NWWLX / PFIPX | |
| Total Expense Ratio | 0.59 | 1.26 | 47% |
| Annual Report Gross Expense Ratio | 0.59 | 1.26 | 47% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 1.468 | 1.383 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 2.22B | 12% |
| Annual Yield % from dividends | 3.79 | 2.56 | 148% |
| Returns for 1 year | 3.34 | 5.66 | 59% |
| Returns for 3 years | 9.32 | 12.01 | 78% |
| Returns for 5 years | 11.57 | 12.79 | 90% |
| Returns for 10 years | 22.06 | 19.92 | 111% |
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