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NWWLX vs PFIPX
NWWLX vs PFIPX Comparison
Open Charts NWWLX vs PFIPX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.62
Change-$0.04 (-0.41%)
VolumeN/A
CapitalizationN/A
Principal SAM Flexible Income R3
Price$11.92
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
NWWLX vs PFIPX Comparison Chart
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NWWLX vs. PFIPX commentary
Jan 08, 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: 2.3B vs. NWWLX (281M). NWWLX pays higher dividends than PFIPX: NWWLX (3.56) vs PFIPX (2.46). NWWLX was incepted earlier than PFIPX: NWWLX (11 years) vs PFIPX (18 years). PFIPX is a more actively managed with annual turnover of: 20.80 vs. NWWLX (8.48). 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 : 6.45 vs. NWWLX (3.04). NWWLX return over 5 years is better than : 8.43 vs. PFIPX (5.98).
| NWWLX | PFIPX | NWWLX / PFIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | -0.207 | -0.168 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 2.3B | 12% |
| Annual Yield % from dividends | 3.56 | 2.46 | 145% |
| Returns for 1 year | 3.04 | 6.45 | 47% |
| Returns for 3 years | -1.50 | 0.05 | -3,070% |
| Returns for 5 years | 8.43 | 5.98 | 141% |
| Returns for 10 years | 21.37 | 20.08 | 106% |