NWMAX
Price
$8.88
Change
+$0.11 (+1.25%)
Updated
May 2 closing price
Net Assets
179.72M
RDGTX
Price
$20.72
Change
+$0.30 (+1.47%)
Updated
May 2 closing price
Net Assets
44.01B
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NWMAX vs RDGTX

Header iconNWMAX vs RDGTX Comparison
Open Charts NWMAX vs RDGTXBanner 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 R4
Price$20.72
Change+$0.30 (+1.47%)
VolumeN/A
Net Assets44.01B
NWMAX vs RDGTX Comparison Chart
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NWMAX vs. RDGTX 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 RDGTX is a Hold.

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FUNDAMENTALS
Fundamentals
RDGTX has more cash in the bank: 44B vs. NWMAX (180M). NWMAX pays higher dividends than RDGTX: NWMAX (2.45) vs RDGTX (1.25). NWMAX was incepted earlier than RDGTX: NWMAX (18 years) vs RDGTX (18 years). NWMAX (0.96) is less costly to investors than RDGTX (0.70). NWMAX is a more actively managed with annual turnover of: 44.86 vs. RDGTX (6.00). RDGTX has a lower initial minimum investment than NWMAX: RDGTX (250) vs NWMAX (2000). RDGTX annual gain was more profitable for investors over the last year : 9.59 vs. NWMAX (-3.19). RDGTX return over 5 years is better than : 48.73 vs. NWMAX (28.82).
NWMAXRDGTXNWMAX / RDGTX
Total Expense Ratio0.960.70137%
Annual Report Gross Expense Ratio0.960.70137%
Fund Existence18 years18 years-
Gain YTD0.0001.668-
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets180M44B0%
Annual Yield % from dividends2.451.25196%
Returns for 1 year-3.199.59-33%
Returns for 3 years3.4919.6218%
Returns for 5 years28.8248.7359%
Returns for 10 years4.1260.757%
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