NWMAX
Price
$9.42
Change
+$0.04 (+0.43%)
Updated
Jun 27 closing price
Net Assets
188.55M
REGTX
Price
$22.67
Change
+$0.09 (+0.40%)
Updated
Jun 27 closing price
Net Assets
47.56B
Interact to see
Advertisement

NWMAX vs REGTX

Header iconNWMAX vs REGTX Comparison
Open Charts NWMAX vs REGTXBanner chart's image
Nationwide Destination 2040 A
Price$9.42
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets188.55M
American Funds 2040 Trgt Date Retire R5
Price$22.67
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets47.56B
NWMAX vs REGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NWMAX vs. REGTX commentary
Jun 28, 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 StrongBuy and REGTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
REGTX has more cash in the bank: 47.6B vs. NWMAX (189M). NWMAX pays higher dividends than REGTX: NWMAX (2.36) vs REGTX (1.45). 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 : 12.91 vs. NWMAX (-0.30). REGTX return over 5 years is better than : 50.32 vs. NWMAX (27.62).
NWMAXREGTXNWMAX / REGTX
Total Expense Ratio0.960.41234%
Annual Report Gross Expense Ratio0.960.41234%
Fund Existence18 years18 years-
Gain YTD7.1469.78273%
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets189M47.6B0%
Annual Yield % from dividends2.361.45162%
Returns for 1 year-0.3012.91-2%
Returns for 3 years19.2039.1849%
Returns for 5 years27.6250.3255%
Returns for 10 years12.8777.3017%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IVAEX23.780.09
+0.38%
Macquarie Asset Strategy Fund Cl I
FKEMX42.88N/A
N/A
Fidelity Emerging Markets K
PXSCX16.75N/A
N/A
Impax Small Cap Investor
DIVHX28.07N/A
N/A
Cutler Equity Fund
FSEKX13.61N/A
N/A
Fidelity Advisor Sustainable U.S. Eq A