FBGTX
Price
$22.11
Change
-$0.03 (-0.14%)
Updated
Jun 25 closing price
Net Assets
47.27B
FBIFX
Price
$26.48
Change
-$0.02 (-0.08%)
Updated
Jun 25 closing price
Net Assets
25.13B
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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$22.11
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets47.27B
Fidelity Freedom Index 2040 Investor
Price$26.48
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets25.13B
FBGTX vs FBIFX Comparison Chart in %
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FBGTX vs. FBIFX commentary
Jun 26, 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: 47.3B vs. FBIFX (25.1B). FBIFX pays higher dividends than FBGTX: FBIFX (2.00) vs FBGTX (1.44). 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: 13.00 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 : 12.02 vs. FBGTX (11.25). FBIFX return over 5 years is better than : 68.35 vs. FBGTX (47.95).
FBGTXFBIFXFBGTX / FBIFX
Total Expense Ratio0.440.12367%
Annual Report Gross Expense Ratio0.440.12367%
Fund Existence11 years16 years-
Gain YTD8.3297.669109%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets47.3B25.1B188%
Annual Yield % from dividends1.442.0072%
Returns for 1 year11.2512.0294%
Returns for 3 years35.3844.3980%
Returns for 5 years47.9568.3570%
Returns for 10 years71.0681.1488%
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