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NWWLX vs PFIPX
NWWLX vs PFIPX Comparison
Open Charts NWWLX vs PFIPX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.80
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets259.68M
Principal SAM Flexible Income R3
Price$12.19
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets2.23B
NWWLX vs PFIPX Comparison Chart
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NWWLX vs. PFIPX 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 PFIPX is a Hold.
FUNDAMENTALS
Fundamentals
PFIPX has more cash in the bank: 2.23B vs. NWWLX (260M). NWWLX pays higher dividends than PFIPX: NWWLX (3.78) vs PFIPX (2.54). 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 : 5.80 vs. NWWLX (2.88). PFIPX return over 5 years is better than : 12.03 vs. NWWLX (10.85).
| 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 | 2.554 | 2.790 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 2.23B | 12% |
| Annual Yield % from dividends | 3.78 | 2.54 | 149% |
| Returns for 1 year | 2.88 | 5.80 | 50% |
| Returns for 3 years | 14.47 | 18.18 | 80% |
| Returns for 5 years | 10.85 | 12.03 | 90% |
| Returns for 10 years | 24.21 | 22.49 | 108% |
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