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NWWLX vs PACAX
NWWLX vs PACAX Comparison
Open Charts NWWLX vs PACAX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.98
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets257.22M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets566.37M
NWWLX vs PACAX Comparison Chart in %
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NWWLX vs. PACAX commentary
Aug 03, 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 Buy and PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 566M vs. NWWLX (257M). NWWLX (3.79) and PACAX (3.66) have matching dividends . NWWLX was incepted earlier than PACAX: NWWLX (11 years) vs PACAX (32 years). PACAX (1.00) is less costly to investors than NWWLX (0.59). PACAX is a more actively managed with annual turnover of: 372.00 vs. NWWLX (28.74). PACAX has a lower initial minimum investment than NWWLX: PACAX (0) vs NWWLX (50000). PACAX annual gain was more profitable for investors over the last year : 5.46 vs. NWWLX (3.10). NWWLX return over 5 years is better than : 9.79 vs. PACAX (8.44).
| NWWLX | PACAX | NWWLX / PACAX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.00 | 59% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 4.438 | 5.308 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 566M | 45% |
| Annual Yield % from dividends | 3.79 | 3.66 | 104% |
| Returns for 1 year | 3.10 | 5.46 | 57% |
| Returns for 3 years | 12.06 | 15.83 | 76% |
| Returns for 5 years | 9.79 | 8.44 | 116% |
| Returns for 10 years | 26.49 | 22.49 | 118% |
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