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NWWLX vs VASIX
NWWLX vs VASIX Comparison
Open Charts NWWLX vs VASIX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.61
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets263.65M
Vanguard LifeStrategy Income I
Price$14.99
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets3.88B
NWWLX vs VASIX Comparison Chart
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NWWLX vs. VASIX commentary
Apr 18, 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: 3.88B vs. NWWLX (264M). NWWLX (3.80) and VASIX (3.66) 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). NWWLX (4.08) and VASIX (4.02) have marching annual gain over last year. NWWLX return over 5 years is better than : 11.74 vs. VASIX (3.58).
| 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 | 0.115 | 0.498 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 3.88B | 7% |
| Annual Yield % from dividends | 3.80 | 3.66 | 104% |
| Returns for 1 year | 4.08 | 4.02 | 102% |
| Returns for 3 years | 4.97 | 3.90 | 127% |
| Returns for 5 years | 11.74 | 3.58 | 327% |
| Returns for 10 years | 19.85 | 21.15 | 94% |
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