FBGTX
Price
$21.65
Change
+$0.07 (+0.32%)
Updated
Jun 3 closing price
Net Assets
46.15B
FCLSX
Price
$13.33
Change
+$0.03 (+0.23%)
Updated
Jun 3 closing price
Net Assets
69.14M
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FBGTX vs FCLSX

Header iconFBGTX vs FCLSX Comparison
Open Charts FBGTX vs FCLSXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$21.65
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets46.15B
Fidelity Flex Freedom Blend 2040
Price$13.33
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets69.14M
FBGTX vs FCLSX Comparison Chart
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FBGTX vs. FCLSX commentary
Jun 04, 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 FCLSX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 46.1B vs. FCLSX (69.1M). FCLSX pays higher dividends than FBGTX: FCLSX (2.13) vs FBGTX (1.44). FBGTX was incepted earlier than FCLSX: FBGTX (11 years) vs FCLSX (8 years). FBGTX (0.44) is less costly to investors than FCLSX (0.01). FCLSX is a more actively managed with annual turnover of: 33.00 vs. FBGTX (6.00). FCLSX has a lower initial minimum investment than FBGTX: FCLSX (0) vs FBGTX (250). FBGTX annual gain was more profitable for investors over the last year : 11.31 vs. FCLSX (7.57). FCLSX return over 5 years is better than : 47.93 vs. FBGTX (42.59).
FBGTXFCLSXFBGTX / FCLSX
Total Expense Ratio0.440.014,400%
Annual Report Gross Expense Ratio0.440.014,400%
Fund Existence11 years8 years-
Gain YTD6.0754.827126%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets46.1B69.1M66,715%
Annual Yield % from dividends1.442.1368%
Returns for 1 year11.317.57149%
Returns for 3 years26.0030.3386%
Returns for 5 years42.5947.9389%
Returns for 10 years68.62N/A-
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