AAGTX
Price
$23.74
Change
+$0.02 (+0.08%)
Updated
Oct 17 closing price
Net Assets
49.92B
FAFFX
Price
$18.65
Change
+$0.01 (+0.05%)
Updated
Oct 17 closing price
Net Assets
2.96B
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AAGTX vs FAFFX

Header iconAAGTX vs FAFFX Comparison
Open Charts AAGTX vs FAFFXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$23.74
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets49.92B
Fidelity Advisor Freedom 2040 A
Price$18.65
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.96B
AAGTX vs FAFFX Comparison Chart in %
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AAGTX vs. FAFFX commentary
Oct 19, 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 AAGTX is a Hold and FAFFX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX has more cash in the bank: 49.9B vs. FAFFX (2.96B). AAGTX (1.11) and FAFFX (1.10) have matching dividends . AAGTX was incepted earlier than FAFFX: AAGTX (19 years) vs FAFFX (22 years). FAFFX (0.92) is less costly to investors than AAGTX (0.68). FAFFX is a more actively managed with annual turnover of: 24.00 vs. AAGTX (6.00). AAGTX (6%) and FAFFX (6%) have equivalent initial investment costs. FAFFX has a lower initial minimum investment than AAGTX: FAFFX (0) vs AAGTX (250). AAGTX annual gain was more profitable for investors over the last year : 12.12 vs. FAFFX (7.99). AAGTX return over 5 years is better than : 40.74 vs. FAFFX (29.77).
AAGTXFAFFXAAGTX / FAFFX
Total Expense Ratio0.680.9274%
Annual Report Gross Expense Ratio0.680.9274%
Fund Existence19 years22 years-
Gain YTD16.25912.485130%
Front Load6%6%100%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets49.9B2.96B1,687%
Annual Yield % from dividends1.111.10101%
Returns for 1 year12.127.99152%
Returns for 3 years52.7157.7991%
Returns for 5 years40.7429.77137%
Returns for 10 years90.3344.12205%
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