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NWMAX vs RBKTX
NWMAX vs RBKTX Comparison Chart
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NWMAX vs. RBKTX commentary
May 23, 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 RBKTX is a Hold.
FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 45.4B vs. NWMAX (182M). NWMAX pays higher dividends than RBKTX: NWMAX (2.45) vs RBKTX (0.58). NWMAX was incepted earlier than RBKTX: NWMAX (18 years) vs RBKTX (18 years). RBKTX (1.45) is less costly to investors than NWMAX (0.96). NWMAX is a more actively managed with annual turnover of: 44.86 vs. RBKTX (6.00). RBKTX has a lower initial minimum investment than NWMAX: RBKTX (250) vs NWMAX (2000). RBKTX annual gain was more profitable for investors over the last year : 6.87 vs. NWMAX (-3.12). RBKTX return over 5 years is better than : 41.68 vs. NWMAX (27.79).
| NWMAX | RBKTX | NWMAX / RBKTX | |
| 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 | 3.307 | 3.528 | 94% |
| 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 | 0.58 | 421% |
| Returns for 1 year | -3.12 | 6.87 | -45% |
| Returns for 3 years | 10.27 | 23.63 | 43% |
| Returns for 5 years | 27.79 | 41.68 | 67% |
| Returns for 10 years | 5.52 | 55.53 | 10% |
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