FBGTX
Price
$20.24
Change
+$0.10 (+0.50%)
Updated
Apr 25 closing price
Net Assets
43.38B
LIKPX
Price
$20.29
Change
+$0.09 (+0.45%)
Updated
Apr 25 closing price
Net Assets
12.63B
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FBGTX vs LIKPX

Header iconFBGTX vs LIKPX Comparison
Open Charts FBGTX vs LIKPXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$20.24
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets43.38B
BlackRock LifePath® Index 2040 Inv P
Price$20.29
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets12.63B
FBGTX vs LIKPX Comparison Chart
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FBGTX vs. LIKPX commentary
Apr 27, 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 LIKPX is a Buy.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 43.4B vs. LIKPX (12.6B). LIKPX pays higher dividends than FBGTX: LIKPX (2.19) vs FBGTX (1.53). FBGTX was incepted earlier than LIKPX: FBGTX (11 years) vs LIKPX (7 years). FBGTX (0.44) and LIKPX (0.44) have similar cost to investors . LIKPX is a more actively managed with annual turnover of: 7.00 vs. FBGTX (6.00). FBGTX has a lower initial minimum investment than LIKPX: FBGTX (250) vs LIKPX (1000). LIKPX annual gain was more profitable for investors over the last year : 9.21 vs. FBGTX (7.27). LIKPX return over 5 years is better than : 65.05 vs. FBGTX (46.50).
FBGTXLIKPXFBGTX / LIKPX
Total Expense Ratio0.440.39113%
Annual Report Gross Expense Ratio0.440.44100%
Fund Existence11 years7 years-
Gain YTD-0.833-0.88394%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets43.4B12.6B344%
Annual Yield % from dividends1.532.1970%
Returns for 1 year7.279.2179%
Returns for 3 years17.4022.2478%
Returns for 5 years46.5065.0571%
Returns for 10 years55.78N/A-
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