AAGTX
Price
$22.49
Change
-$0.14 (-0.62%)
Updated
Jul 7 closing price
Net Assets
48.07B
RHGTX
Price
$22.43
Change
-$0.00 (-0.00%)
Updated
Jul 8 closing price
Net Assets
47.83B
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AAGTX vs RHGTX

Header iconAAGTX vs RHGTX Comparison
Open Charts AAGTX vs RHGTXBanner 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 R5E
Price$22.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets47.83B
AAGTX vs RHGTX Comparison Chart in %
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AAGTX vs. RHGTX 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 RHGTX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX (48.1B) and RHGTX (47.8B) have equal amount of cash in the bank . RHGTX pays higher dividends than AAGTX: RHGTX (1.33) vs AAGTX (1.16). AAGTX was incepted earlier than RHGTX: AAGTX (18 years) vs RHGTX (10 years). AAGTX (0.68) is less costly to investors than RHGTX (0.50). AAGTX (6.00) and RHGTX (6.00) have comparable annual turnover. AAGTX (250) and RHGTX (250) have matching initial minimum investment requirements. RHGTX (11.80) and AAGTX (11.58) have marching annual gain over last year. RHGTX (43.64) and AAGTX (42.79) have equivalent 5 years return.
AAGTXRHGTXAAGTX / RHGTX
Total Expense Ratio0.680.50136%
Annual Report Gross Expense Ratio0.680.50136%
Fund Existence18 years10 years-
Gain YTD10.13710.27599%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.1B47.8B101%
Annual Yield % from dividends1.161.3388%
Returns for 1 year11.5811.8098%
Returns for 3 years37.9438.4299%
Returns for 5 years42.7943.6498%
Returns for 10 years75.30N/A-
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