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AAGTX
Price
$21.30
Change
-$0.11 (-0.51%)
Updated
Nov 14 closing price
RBEKX
Price
$20.80
Change
-$0.11 (-0.53%)
Updated
Nov 14 closing price
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AAGTX vs RBEKX

Header iconAAGTX vs RBEKX Comparison
Open Charts AAGTX vs RBEKXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$21.30
Change-$0.11 (-0.51%)
VolumeN/A
CapitalizationN/A
American Funds 2040 Trgt Date Retire R2E
Price$20.80
Change-$0.11 (-0.53%)
VolumeN/A
CapitalizationN/A
AAGTX vs RBEKX Comparison Chart
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AAGTX vs. RBEKX commentary
Nov 15, 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 AAGTX is a Hold and RBEKX is a Hold.

FUNDAMENTALS
Fundamentals
AAGTX (45.3B) and RBEKX (45.3B) have equal amount of cash in the bank . AAGTX pays higher dividends than RBEKX: AAGTX (1.36) vs RBEKX (1.00). AAGTX was incepted earlier than RBEKX: AAGTX (18 years) vs RBEKX (10 years). AAGTX (1.00) and RBEKX (1.00) have comparable annual turnover. AAGTX (250) and RBEKX (250) have matching initial minimum investment requirements. AAGTX (22.03) and RBEKX (21.46) have marching annual gain over last year. AAGTX return over 5 years is better than : 34.05 vs. RBEKX (31.97).
AAGTXRBEKXAAGTX / RBEKX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years10 years-
Gain YTD15.32214.854103%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets45.3B45.3B100%
Annual Yield % from dividends1.361.00135%
Returns for 1 year22.0321.46103%
Returns for 3 years0.36-0.83-43%
Returns for 5 years34.0531.97107%
Returns for 10 years64.3659.25109%
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