AAGTX
Price
$23.67
Change
+$0.09 (+0.38%)
Updated
Sep 15 closing price
Net Assets
49.98B
FAFFX
Price
$18.57
Change
+$0.08 (+0.43%)
Updated
Sep 15 closing price
Net Assets
2.89B
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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$23.67
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets49.98B
Fidelity Advisor Freedom 2040 A
Price$18.57
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets2.89B
AAGTX vs FAFFX Comparison Chart in %
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AAGTX vs. FAFFX commentary
Sep 16, 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: 50B vs. FAFFX (2.89B). AAGTX (1.13) and FAFFX (1.13) 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 : 14.30 vs. FAFFX (10.09). AAGTX return over 5 years is better than : 42.56 vs. FAFFX (30.80).
AAGTXFAFFXAAGTX / FAFFX
Total Expense Ratio0.680.9274%
Annual Report Gross Expense Ratio0.680.9274%
Fund Existence19 years22 years-
Gain YTD15.47511.520134%
Front Load6%6%100%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets50B2.89B1,731%
Annual Yield % from dividends1.131.13100%
Returns for 1 year14.3010.09142%
Returns for 3 years45.6750.2291%
Returns for 5 years42.5630.80138%
Returns for 10 years93.6946.62201%
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