CCGTX
Price
$21.77
Change
+$0.09 (+0.42%)
Updated
Jun 27 closing price
Net Assets
47.77B
MLFIX
Price
$20.97
Change
+$0.10 (+0.48%)
Updated
Jun 27 closing price
Net Assets
806.38M
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CCGTX vs MLFIX

Header iconCCGTX vs MLFIX Comparison
Open Charts CCGTX vs MLFIXBanner chart's image
American Funds 2040 Trgt Date Retire C
Price$21.77
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets47.77B
MFS Lifetime 2040 I
Price$20.97
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets806.38M
CCGTX vs MLFIX Comparison Chart in %
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CCGTX vs. MLFIX commentary
Jun 30, 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 CCGTX is a Hold and MLFIX is a Hold.

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FUNDAMENTALS
Fundamentals
CCGTX has more cash in the bank: 47.8B vs. MLFIX (806M). MLFIX pays higher dividends than CCGTX: MLFIX (2.73) vs CCGTX (0.53). CCGTX was incepted earlier than MLFIX: CCGTX (11 years) vs MLFIX (20 years). CCGTX (1.42) is less costly to investors than MLFIX (0.76). MLFIX is a more actively managed with annual turnover of: 9.00 vs. CCGTX (6.00). MLFIX has a lower initial minimum investment than CCGTX: MLFIX (0) vs CCGTX (250). CCGTX annual gain was more profitable for investors over the last year : 11.68 vs. MLFIX (10.11). MLFIX return over 5 years is better than : 51.47 vs. CCGTX (44.48).
CCGTXMLFIXCCGTX / MLFIX
Total Expense Ratio1.420.56254%
Annual Report Gross Expense Ratio1.420.76187%
Fund Existence11 years20 years-
Gain YTD9.2327.981116%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets47.8B806M5,931%
Annual Yield % from dividends0.532.7320%
Returns for 1 year11.6810.11116%
Returns for 3 years35.8930.75117%
Returns for 5 years44.4851.4786%
Returns for 10 years67.9972.1294%
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