FBGTX
Price
$20.70
Change
+$0.05 (+0.24%)
Updated
May 8 closing price
Net Assets
44.21B
FCLSX
Price
$13.01
Change
+$0.03 (+0.23%)
Updated
May 8 closing price
Net Assets
66.83M
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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$20.70
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets44.21B
Fidelity Flex Freedom Blend 2040
Price$13.01
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets66.83M
FBGTX vs FCLSX Comparison Chart
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FBGTX vs. FCLSX commentary
May 10, 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: 44.2B vs. FCLSX (66.8M). FCLSX pays higher dividends than FBGTX: FCLSX (2.17) vs FBGTX (1.51). 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 : 7.30 vs. FCLSX (5.69). FCLSX return over 5 years is better than : 55.76 vs. FBGTX (45.11).
FBGTXFCLSXFBGTX / FCLSX
Total Expense Ratio0.440.014,400%
Annual Report Gross Expense Ratio0.440.014,400%
Fund Existence11 years8 years-
Gain YTD1.4212.12467%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets44.2B66.8M66,168%
Annual Yield % from dividends1.512.1770%
Returns for 1 year7.305.69128%
Returns for 3 years25.7133.5477%
Returns for 5 years45.1155.7681%
Returns for 10 years60.15N/A-
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