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NWWLX vs PACAX
NWWLX vs PACAX Comparison
Open Charts NWWLX vs PACAX
Nationwide Inv Dest Cnsrv Ins Svc
Price$9.95
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets259.51M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.03
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets569.18M
NWWLX vs PACAX Comparison Chart in %
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NWWLX vs. PACAX commentary
Jul 10, 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 PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 569M vs. NWWLX (260M). NWWLX pays higher dividends than PACAX: NWWLX (3.79) vs PACAX (2.98). NWWLX was incepted earlier than PACAX: NWWLX (11 years) vs PACAX (31 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 : 6.02 vs. NWWLX (4.14). NWWLX return over 5 years is better than : 10.82 vs. PACAX (9.94).
| 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 | 31 years | - |
| Gain YTD | 4.124 | 5.157 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 569M | 46% |
| Annual Yield % from dividends | 3.79 | 2.98 | 127% |
| Returns for 1 year | 4.14 | 6.02 | 69% |
| Returns for 3 years | 14.40 | 18.83 | 76% |
| Returns for 5 years | 10.82 | 9.94 | 109% |
| Returns for 10 years | 26.49 | 23.18 | 114% |
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