FBGTX
Price
$20.24
Change
+$0.10 (+0.50%)
Updated
Apr 25 closing price
Net Assets
43.59B
FBIFX
Price
$24.62
Change
+$0.10 (+0.41%)
Updated
Apr 25 closing price
Net Assets
23.71B
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FBGTX vs FBIFX

Header iconFBGTX vs FBIFX Comparison
Open Charts FBGTX vs FBIFXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$20.24
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets43.59B
Fidelity Freedom Index 2040 Investor
Price$24.62
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets23.71B
FBGTX vs FBIFX Comparison Chart
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FBGTX vs. FBIFX commentary
Apr 29, 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 FBGTX is a Hold and FBIFX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 43.6B vs. FBIFX (23.7B). FBIFX pays higher dividends than FBGTX: FBIFX (2.09) vs FBGTX (1.53). FBGTX was incepted earlier than FBIFX: FBGTX (11 years) vs FBIFX (16 years). FBGTX (0.44) is less costly to investors than FBIFX (0.12). FBIFX is a more actively managed with annual turnover of: 16.00 vs. FBGTX (6.00). FBIFX has a lower initial minimum investment than FBGTX: FBIFX (0) vs FBGTX (250). FBIFX annual gain was more profitable for investors over the last year : 10.08 vs. FBGTX (7.27). FBIFX return over 5 years is better than : 68.56 vs. FBGTX (46.50).
FBGTXFBIFXFBGTX / FBIFX
Total Expense Ratio0.440.12367%
Annual Report Gross Expense Ratio0.440.12367%
Fund Existence11 years16 years-
Gain YTD-0.833-0.0811,026%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets43.6B23.7B184%
Annual Yield % from dividends1.532.0973%
Returns for 1 year7.2710.0872%
Returns for 3 years17.4026.7465%
Returns for 5 years46.5068.5668%
Returns for 10 years55.7866.2984%
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