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NWMAX vs RAKTX
NWMAX vs RAKTX Comparison Chart
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NWMAX vs. RAKTX commentary
May 24, 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 NWMAX is a Hold and RAKTX is a Hold.
FUNDAMENTALS
Fundamentals
RAKTX has more cash in the bank: 45.4B vs. NWMAX (182M). NWMAX pays higher dividends than RAKTX: NWMAX (2.45) vs RAKTX (0.61). NWMAX was incepted earlier than RAKTX: NWMAX (18 years) vs RAKTX (18 years). RAKTX (1.45) is less costly to investors than NWMAX (0.96). NWMAX is a more actively managed with annual turnover of: 44.86 vs. RAKTX (6.00). RAKTX has a lower initial minimum investment than NWMAX: RAKTX (250) vs NWMAX (2000). RAKTX annual gain was more profitable for investors over the last year : 7.44 vs. NWMAX (-2.73). RAKTX return over 5 years is better than : 41.36 vs. NWMAX (27.36).
| NWMAX | RAKTX | NWMAX / RAKTX | |
| Total Expense Ratio | 0.96 | 1.45 | 66% |
| Annual Report Gross Expense Ratio | 0.96 | 1.45 | 66% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 2.965 | 3.367 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 45.4B | 0% |
| Annual Yield % from dividends | 2.45 | 0.61 | 404% |
| Returns for 1 year | -2.73 | 7.44 | -37% |
| Returns for 3 years | 10.54 | 24.12 | 44% |
| Returns for 5 years | 27.36 | 41.36 | 66% |
| Returns for 10 years | 6.38 | 57.22 | 11% |
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