NWMAX
Price
$8.88
Change
+$0.11 (+1.25%)
Updated
May 2 closing price
Net Assets
179.72M
REGTX
Price
$21.02
Change
+$0.30 (+1.45%)
Updated
May 2 closing price
Net Assets
44.01B
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NWMAX vs REGTX

Header iconNWMAX vs REGTX Comparison
Open Charts NWMAX vs REGTXBanner 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 R5
Price$21.02
Change+$0.30 (+1.45%)
VolumeN/A
Net Assets44.01B
NWMAX vs REGTX Comparison Chart
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NWMAX vs. REGTX 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 REGTX is a Hold.

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FUNDAMENTALS
Fundamentals
REGTX has more cash in the bank: 44B vs. NWMAX (180M). NWMAX pays higher dividends than REGTX: NWMAX (2.45) vs REGTX (1.53). NWMAX was incepted earlier than REGTX: NWMAX (18 years) vs REGTX (18 years). NWMAX (0.96) is less costly to investors than REGTX (0.41). NWMAX is a more actively managed with annual turnover of: 44.86 vs. REGTX (6.00). REGTX has a lower initial minimum investment than NWMAX: REGTX (250) vs NWMAX (2000). REGTX annual gain was more profitable for investors over the last year : 9.92 vs. NWMAX (-3.19). REGTX return over 5 years is better than : 50.55 vs. NWMAX (28.82).
NWMAXREGTXNWMAX / REGTX
Total Expense Ratio0.960.41234%
Annual Report Gross Expense Ratio0.960.41234%
Fund Existence18 years18 years-
Gain YTD0.0001.792-
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets180M44B0%
Annual Yield % from dividends2.451.53160%
Returns for 1 year-3.199.92-32%
Returns for 3 years3.4920.4717%
Returns for 5 years28.8250.5557%
Returns for 10 years4.1263.177%
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