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NWZLX vs RGAFX
NWZLX vs RGAFX Comparison
Open Charts NWZLX vs RGAFX
Nationwide Loomis All Cap Gr A
Price$17.56
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets176.88M
American Funds Growth Fund of Amer R5
Price$72.59
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets285.48B
NWZLX vs RGAFX Comparison Chart
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NWZLX vs. RGAFX commentary
May 11, 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 NWZLX is a StrongBuy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 285B vs. NWZLX (177M). RGAFX pays higher dividends than NWZLX: RGAFX (0.65) vs NWZLX (0.00). NWZLX was incepted earlier than RGAFX: NWZLX (8 years) vs RGAFX (23 years). NWZLX (1.36) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 25.00 vs. NWZLX (8.16). RGAFX has a lower initial minimum investment than NWZLX: RGAFX (250) vs NWZLX (2000). NWZLX annual gain was more profitable for investors over the last year : 6.55 vs. RGAFX (3.45). RGAFX return over 5 years is better than : 45.83 vs. NWZLX (35.49).
| NWZLX | RGAFX | NWZLX / RGAFX | |
| Total Expense Ratio | 1.27 | 0.34 | 374% |
| Annual Report Gross Expense Ratio | 1.36 | 0.34 | 400% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -5.337 | -2.459 | 217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 285B | 0% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 6.55 | 3.45 | 190% |
| Returns for 3 years | 40.71 | 33.96 | 120% |
| Returns for 5 years | 35.49 | 45.83 | 77% |
| Returns for 10 years | N/A | 63.63 | - |
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