AAGTX
Price
$22.49
Change
-$0.14 (-0.62%)
Updated
Jul 7 closing price
Net Assets
48.07B
FBGTX
Price
$22.51
Change
-$0.00 (-0.00%)
Updated
Jul 8 closing price
Net Assets
47.83B
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AAGTX vs FBGTX

Header iconAAGTX vs FBGTX Comparison
Open Charts AAGTX vs FBGTXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$22.49
Change-$0.14 (-0.62%)
VolumeN/A
Net Assets48.07B
American Funds 2040 Trgt Date Retire F2
Price$22.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets47.83B
AAGTX vs FBGTX Comparison Chart in %
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AAGTX vs. FBGTX commentary
Jul 09, 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 FBGTX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX (48.1B) and FBGTX (47.8B) have equal amount of cash in the bank . FBGTX pays higher dividends than AAGTX: FBGTX (1.38) vs AAGTX (1.16). AAGTX was incepted earlier than FBGTX: AAGTX (18 years) vs FBGTX (11 years). AAGTX (0.68) is less costly to investors than FBGTX (0.44). AAGTX (6.00) and FBGTX (6.00) have comparable annual turnover. AAGTX (250) and FBGTX (250) have matching initial minimum investment requirements. FBGTX (11.88) and AAGTX (11.58) have marching annual gain over last year. FBGTX (44.70) and AAGTX (42.79) have equivalent 5 years return.
AAGTXFBGTXAAGTX / FBGTX
Total Expense Ratio0.680.44155%
Annual Report Gross Expense Ratio0.680.44155%
Fund Existence18 years11 years-
Gain YTD10.13710.28999%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.1B47.8B101%
Annual Yield % from dividends1.161.3884%
Returns for 1 year11.5811.8897%
Returns for 3 years37.9438.6698%
Returns for 5 years42.7944.7096%
Returns for 10 years75.3076.6498%
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