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NWWLX vs VASIX
NWWLX vs VASIX Comparison
Open Charts NWWLX vs VASIX
Nationwide Inv Dest Cnsrv Ins Svc
Price$10.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard LifeStrategy Income I
Price$15.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NWWLX vs VASIX Comparison Chart
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NWWLX vs. VASIX 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.97B vs. NWWLX (292M). NWWLX pays higher dividends than VASIX: NWWLX (3.56) vs VASIX (3.30). NWWLX was incepted earlier than VASIX: NWWLX (11 years) vs VASIX (30 years). NWWLX is a more actively managed with annual turnover of: 8.48 vs. VASIX (4.00). VASIX has a lower initial minimum investment than NWWLX: VASIX (3000) vs NWWLX (50000). NWWLX (10.01) and VASIX (9.73) have marching annual gain over last year. NWWLX return over 5 years is better than : 12.47 vs. VASIX (6.04).
| NWWLX | VASIX | NWWLX / VASIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 5.165 | 4.486 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 3.97B | 7% |
| Annual Yield % from dividends | 3.56 | 3.30 | 108% |
| Returns for 1 year | 10.01 | 9.73 | 103% |
| Returns for 3 years | -0.90 | -4.71 | 19% |
| Returns for 5 years | 12.47 | 6.04 | 206% |
| Returns for 10 years | 24.11 | 27.10 | 89% |
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