AAGTX
Price
$23.67
Change
+$0.09 (+0.38%)
Updated
Sep 15 closing price
Net Assets
49.98B
RCKTX
Price
$23.31
Change
+$0.09 (+0.39%)
Updated
Sep 15 closing price
Net Assets
49.98B
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AAGTX vs RCKTX

Header iconAAGTX vs RCKTX Comparison
Open Charts AAGTX vs RCKTXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$23.67
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets49.98B
American Funds 2040 Trgt Date Retire R3
Price$23.31
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets49.98B
AAGTX vs RCKTX Comparison Chart in %
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AAGTX vs. RCKTX 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 RCKTX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX (50B) and RCKTX (50B) have equal amount of cash in the bank . AAGTX pays higher dividends than RCKTX: AAGTX (1.13) vs RCKTX (0.87). AAGTX was incepted earlier than RCKTX: AAGTX (19 years) vs RCKTX (19 years). RCKTX (1.00) is less costly to investors than AAGTX (0.68). AAGTX (6.00) and RCKTX (6.00) have comparable annual turnover. AAGTX (250) and RCKTX (250) have matching initial minimum investment requirements. AAGTX (14.30) and RCKTX (13.86) have marching annual gain over last year. AAGTX (42.56) and RCKTX (40.79) have equivalent 5 years return.
AAGTXRCKTXAAGTX / RCKTX
Total Expense Ratio0.681.0068%
Annual Report Gross Expense Ratio0.681.0068%
Fund Existence19 years19 years-
Gain YTD15.47515.179102%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets50B50B100%
Annual Yield % from dividends1.130.87131%
Returns for 1 year14.3013.86103%
Returns for 3 years45.6744.51103%
Returns for 5 years42.5640.79104%
Returns for 10 years93.6990.61103%
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