NWMAX
Price
$8.88
Change
+$0.11 (+1.25%)
Updated
May 2 closing price
Net Assets
179.72M
RCKTX
Price
$20.48
Change
+$0.30 (+1.49%)
Updated
May 2 closing price
Net Assets
44.01B
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NWMAX vs RCKTX

Header iconNWMAX vs RCKTX Comparison
Open Charts NWMAX vs RCKTXBanner chart's image
Nationwide Destination 2040 A
Price$8.88
Change+$0.11 (+1.25%)
VolumeN/A
Net Assets179.72M
American Funds 2040 Trgt Date Retire R3
Price$20.48
Change+$0.30 (+1.49%)
VolumeN/A
Net Assets44.01B
NWMAX vs RCKTX Comparison Chart
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NWMAX vs. RCKTX commentary
May 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 NWMAX is a Hold and RCKTX is a Hold.

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FUNDAMENTALS
Fundamentals
RCKTX has more cash in the bank: 44B vs. NWMAX (180M). NWMAX pays higher dividends than RCKTX: NWMAX (2.45) vs RCKTX (0.98). NWMAX was incepted earlier than RCKTX: NWMAX (18 years) vs RCKTX (18 years). RCKTX (1.00) and NWMAX (0.96) have similar cost to investors . NWMAX is a more actively managed with annual turnover of: 44.86 vs. RCKTX (6.00). RCKTX has a lower initial minimum investment than NWMAX: RCKTX (250) vs NWMAX (2000). RCKTX annual gain was more profitable for investors over the last year : 9.23 vs. NWMAX (-3.19). RCKTX return over 5 years is better than : 46.98 vs. NWMAX (28.82).
NWMAXRCKTXNWMAX / RCKTX
Total Expense Ratio0.961.0096%
Annual Report Gross Expense Ratio0.961.0096%
Fund Existence18 years18 years-
Gain YTD0.0001.587-
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets180M44B0%
Annual Yield % from dividends2.450.98251%
Returns for 1 year-3.199.23-35%
Returns for 3 years3.4918.7119%
Returns for 5 years28.8246.9861%
Returns for 10 years4.1258.497%
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