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NWWLX vs VASIX
NWWLX vs VASIX Comparison
Open Charts NWWLX vs VASIX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.88
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets272.74M
Vanguard LifeStrategy Income I
Price$15.36
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets3.93B
NWWLX vs VASIX Comparison Chart
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NWWLX vs. VASIX commentary
Mar 04, 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.93B vs. NWWLX (273M). 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 annual gain was more profitable for investors over the last year : 4.63 vs. VASIX (4.04). NWWLX return over 5 years is better than : 10.50 vs. VASIX (2.76).
| 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 | 2.490 | 2.262 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 3.93B | 7% |
| Annual Yield % from dividends | 3.56 | 3.30 | 108% |
| Returns for 1 year | 4.63 | 4.04 | 115% |
| Returns for 3 years | 4.28 | 1.49 | 288% |
| Returns for 5 years | 10.50 | 2.76 | 381% |
| Returns for 10 years | 24.29 | 25.54 | 95% |