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NWMAX vs RCKTX
NWMAX vs RCKTX Comparison Chart
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NWMAX vs. RCKTX 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 RCKTX is a Hold.
FUNDAMENTALS
Fundamentals
RCKTX has more cash in the bank: 45.4B vs. NWMAX (182M). 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 : 7.94 vs. NWMAX (-2.73). RCKTX return over 5 years is better than : 43.95 vs. NWMAX (27.36).
| NWMAX | RCKTX | NWMAX / RCKTX | |
| Total Expense Ratio | 0.96 | 1.00 | 96% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 2.965 | 3.522 | 84% |
| 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 | 0.98 | 251% |
| Returns for 1 year | -2.73 | 7.94 | -34% |
| Returns for 3 years | 10.54 | 25.46 | 41% |
| Returns for 5 years | 27.36 | 43.95 | 62% |
| Returns for 10 years | 6.38 | 60.07 | 11% |
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