AAFTX
Price
$19.89
Change
+$0.23 (+1.17%)
Updated
Sep 19 closing price
REFTX
Price
$20.13
Change
+$0.23 (+1.16%)
Updated
Sep 19 closing price
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AAFTX vs REFTX

Header iconAAFTX vs REFTX Comparison
Open Charts AAFTX vs REFTXBanner chart's image
American Funds 2035 Trgt Date Retire A
Price$19.89
Change+$0.23 (+1.17%)
VolumeN/A
CapitalizationN/A
American Funds 2035 Trgt Date Retire R5
Price$20.13
Change+$0.23 (+1.16%)
VolumeN/A
CapitalizationN/A
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AAFTX vs REFTX Comparison Chart
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VS
AAFTX vs. REFTX commentary
Sep 20, 2024

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 AAFTX is a Hold and REFTX is a Hold.

FUNDAMENTALS
Fundamentals
AAFTX (48.3B) and REFTX (48.3B) have equal amount of cash in the bank . REFTX pays higher dividends than AAFTX: REFTX (1.84) vs AAFTX (1.61). AAFTX was incepted earlier than REFTX: AAFTX (18 years) vs REFTX (18 years). AAFTX (1.00) and REFTX (1.00) have comparable annual turnover. AAFTX (250) and REFTX (250) have matching initial minimum investment requirements. REFTX (19.85) and AAFTX (19.53) have marching annual gain over last year. REFTX (33.35) and AAFTX (32.10) have equivalent 5 years return.
AAFTXREFTXAAFTX / REFTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years18 years-
Gain YTD12.02312.23998%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.3B48.3B100%
Annual Yield % from dividends1.611.8488%
Returns for 1 year19.5319.8598%
Returns for 3 years1.512.2468%
Returns for 5 years32.1033.3596%
Returns for 10 years55.2557.5096%
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