FBGTX
Price
$23.71
Change
+$0.02 (+0.08%)
Updated
Sep 16 closing price
Net Assets
50.22B
MLFKX
Price
$22.08
Change
-$0.02 (-0.09%)
Updated
Sep 16 closing price
Net Assets
N/A
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FBGTX vs MLFKX

Header iconFBGTX vs MLFKX Comparison
Open Charts FBGTX vs MLFKXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$23.71
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets50.22B
MFS Lifetime 2040 R6
Price$22.08
Change-$0.02 (-0.09%)
VolumeN/A
Net AssetsN/A
FBGTX vs MLFKX Comparison Chart in %
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FBGTX vs. MLFKX commentary
Sep 17, 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 MLFKX is a Hold.

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FUNDAMENTALS
Fundamentals
MLFKX pays higher dividends than FBGTX: MLFKX (2.67) vs FBGTX (1.34). FBGTX was incepted earlier than MLFKX: FBGTX (12 years) vs MLFKX (9 years). MLFKX (0.62) is less costly to investors than FBGTX (0.44). MLFKX is a more actively managed with annual turnover of: 13.00 vs. FBGTX (6.00). MLFKX has a lower initial minimum investment than FBGTX: MLFKX (0) vs FBGTX (250). FBGTX annual gain was more profitable for investors over the last year : 14.75 vs. MLFKX (10.44). MLFKX (45.30) and FBGTX (45.18) have equivalent 5 years return.
FBGTXMLFKXFBGTX / MLFKX
Total Expense Ratio0.440.42105%
Annual Report Gross Expense Ratio0.440.6271%
Fund Existence12 years9 years-
Gain YTD16.16913.173123%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets50.2BN/A-
Annual Yield % from dividends1.342.6750%
Returns for 1 year14.7510.44141%
Returns for 3 years47.0138.05124%
Returns for 5 years45.1845.30100%
Returns for 10 years96.06N/A-
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