AAGTX
Price
$20.24
Change
+$0.10 (+0.50%)
Updated
Apr 25 closing price
Net Assets
43.38B
FCGTX
Price
$20.30
Change
+$0.09 (+0.45%)
Updated
Apr 25 closing price
Net Assets
43.38B
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AAGTX vs FCGTX

Header iconAAGTX vs FCGTX Comparison
Open Charts AAGTX vs FCGTXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$20.24
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets43.38B
American Funds 2040 Trgt Date Retire F3
Price$20.30
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets43.38B
AAGTX vs FCGTX Comparison Chart
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AAGTX vs. FCGTX commentary
Apr 27, 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 FCGTX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX (43.4B) and FCGTX (43.4B) have equal amount of cash in the bank . FCGTX pays higher dividends than AAGTX: FCGTX (1.60) vs AAGTX (1.29). AAGTX was incepted earlier than FCGTX: AAGTX (18 years) vs FCGTX (8 years). AAGTX (0.68) is less costly to investors than FCGTX (0.36). AAGTX (6.00) and FCGTX (6.00) have comparable annual turnover. AAGTX has a lower initial minimum investment than FCGTX: AAGTX (250) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 7.33 vs. AAGTX (6.96). FCGTX (46.99) and AAGTX (45.31) have equivalent 5 years return.
AAGTXFCGTXAAGTX / FCGTX
Total Expense Ratio0.680.36189%
Annual Report Gross Expense Ratio0.680.36189%
Fund Existence18 years8 years-
Gain YTD-0.881-0.782113%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets43.4B43.4B100%
Annual Yield % from dividends1.291.6080%
Returns for 1 year6.967.3395%
Returns for 3 years16.8317.6096%
Returns for 5 years45.3146.9996%
Returns for 10 years54.62N/A-
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