AAGTX
Price
$22.74
Change
+$0.31 (+1.38%)
Updated
Aug 4 closing price
Net Assets
48.25B
RBEKX
Price
$22.10
Change
-$0.12 (-0.54%)
Updated
Aug 5 closing price
Net Assets
48.25B
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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$22.74
Change+$0.31 (+1.38%)
VolumeN/A
Net Assets48.25B
American Funds 2040 Trgt Date Retire R2E
Price$22.10
Change-$0.12 (-0.54%)
VolumeN/A
Net Assets48.25B
AAGTX vs RBEKX Comparison Chart in %
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AAGTX vs. RBEKX commentary
Aug 06, 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 RBEKX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX (48.2B) and RBEKX (48.2B) have equal amount of cash in the bank . AAGTX pays higher dividends than RBEKX: AAGTX (1.15) vs RBEKX (0.78). AAGTX was incepted earlier than RBEKX: AAGTX (19 years) vs RBEKX (11 years). RBEKX (1.16) is less costly to investors than AAGTX (0.68). AAGTX (6.00) and RBEKX (6.00) have comparable annual turnover. AAGTX (250) and RBEKX (250) have matching initial minimum investment requirements. AAGTX (15.53) and RBEKX (14.97) have marching annual gain over last year. AAGTX return over 5 years is better than : 39.60 vs. RBEKX (37.03).
AAGTXRBEKXAAGTX / RBEKX
Total Expense Ratio0.681.1659%
Annual Report Gross Expense Ratio0.681.1659%
Fund Existence19 years11 years-
Gain YTD11.36111.044103%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.2B48.2B100%
Annual Yield % from dividends1.150.78148%
Returns for 1 year15.5314.97104%
Returns for 3 years33.2031.69105%
Returns for 5 years39.6037.03107%
Returns for 10 years77.2571.29108%
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