FBGTX
Price
$22.40
Change
+$0.09 (+0.40%)
Updated
Jun 27 closing price
Net Assets
47.77B
LIKPX
Price
$21.96
Change
+$0.06 (+0.27%)
Updated
Jun 27 closing price
Net Assets
13.64B
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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$22.40
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets47.77B
BlackRock LifePath® Index 2040 Inv P
Price$21.96
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets13.64B
FBGTX vs LIKPX Comparison Chart in %
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FBGTX vs. LIKPX commentary
Jun 30, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 47.8B vs. LIKPX (13.6B). LIKPX pays higher dividends than FBGTX: LIKPX (2.10) vs FBGTX (1.44). FBGTX was incepted earlier than LIKPX: FBGTX (11 years) vs LIKPX (7 years). FBGTX (0.44) and LIKPX (0.43) have similar cost to investors . LIKPX is a more actively managed with annual turnover of: 21.00 vs. FBGTX (6.00). FBGTX has a lower initial minimum investment than LIKPX: FBGTX (250) vs LIKPX (1000). FBGTX (12.88) and LIKPX (12.42) have marching annual gain over last year. LIKPX return over 5 years is better than : 65.86 vs. FBGTX (49.89).
FBGTXLIKPXFBGTX / LIKPX
Total Expense Ratio0.440.39113%
Annual Report Gross Expense Ratio0.440.43102%
Fund Existence11 years7 years-
Gain YTD9.7507.753126%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets47.8B13.6B351%
Annual Yield % from dividends1.442.1069%
Returns for 1 year12.8812.42104%
Returns for 3 years38.9742.7391%
Returns for 5 years49.8965.8676%
Returns for 10 years76.30N/A-
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