NWMAX
Price
$9.03
Change
-$0.03 (-0.33%)
Updated
May 23 closing price
Net Assets
182.01M
REGTX
Price
$21.43
Change
-$0.05 (-0.23%)
Updated
May 23 closing price
Net Assets
45.43B
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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$9.03
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets182.01M
American Funds 2040 Trgt Date Retire R5
Price$21.43
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets45.43B
NWMAX vs REGTX Comparison Chart
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NWMAX vs. REGTX 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 REGTX is a Hold.

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FUNDAMENTALS
Fundamentals
REGTX has more cash in the bank: 45.4B vs. NWMAX (182M). 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 : 8.65 vs. NWMAX (-2.73). REGTX return over 5 years is better than : 47.42 vs. NWMAX (27.36).
NWMAXREGTXNWMAX / REGTX
Total Expense Ratio0.960.41234%
Annual Report Gross Expense Ratio0.960.41234%
Fund Existence18 years18 years-
Gain YTD2.9653.77778%
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets182M45.4B0%
Annual Yield % from dividends2.451.53160%
Returns for 1 year-2.738.65-32%
Returns for 3 years10.5427.2639%
Returns for 5 years27.3647.4258%
Returns for 10 years6.3864.8910%
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