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NWWLX vs VASIX
NWWLX vs VASIX Comparison
Open Charts NWWLX vs VASIX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets261.32M
Vanguard LifeStrategy Income I
Price$15.23
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets3.89B
NWWLX vs VASIX Comparison Chart
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NWWLX vs. VASIX 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.89B vs. NWWLX (261M). NWWLX (3.79) and VASIX (3.63) have matching dividends . NWWLX was incepted earlier than VASIX: NWWLX (11 years) vs VASIX (31 years). NWWLX (0.59) is less costly to investors than VASIX (0.11). NWWLX is a more actively managed with annual turnover of: 28.74 vs. VASIX (5.00). VASIX has a lower initial minimum investment than NWWLX: VASIX (3000) vs NWWLX (50000). VASIX annual gain was more profitable for investors over the last year : 3.05 vs. NWWLX (2.70). NWWLX return over 5 years is better than : 11.34 vs. VASIX (3.80).
| NWWLX | VASIX | NWWLX / VASIX | |
| Total Expense Ratio | 0.59 | 0.11 | 536% |
| Annual Report Gross Expense Ratio | 0.59 | 0.11 | 536% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 1.260 | 1.838 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 3.89B | 7% |
| Annual Yield % from dividends | 3.79 | 3.63 | 104% |
| Returns for 1 year | 2.70 | 3.05 | 89% |
| Returns for 3 years | 9.32 | 7.99 | 117% |
| Returns for 5 years | 11.34 | 3.80 | 298% |
| Returns for 10 years | 21.69 | 24.07 | 90% |
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