FBGTX
Price
$20.81
Change
+$0.13 (+0.63%)
Updated
Jan 17 closing price
Net Assets
45.86B
NSFHX
Price
$12.36
Change
+$0.05 (+0.41%)
Updated
Jan 17 closing price
Net Assets
27.81M
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FBGTX vs NSFHX

Header iconFBGTX vs NSFHX Comparison
Open Charts FBGTX vs NSFHXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$20.81
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets45.86B
Natixis Target Retirement 2040 N
Price$12.36
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets27.81M
FBGTX vs NSFHX Comparison Chart
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FBGTX vs. NSFHX commentary
Jan 19, 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 NSFHX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 45.9B vs. NSFHX (27.8M). FBGTX pays higher dividends than NSFHX: FBGTX (1.57) vs NSFHX (1.27). FBGTX was incepted earlier than NSFHX: FBGTX (11 years) vs NSFHX (8 years). NSFHX is a more actively managed with annual turnover of: 27.00 vs. FBGTX (1.00). FBGTX has a lower initial minimum investment than NSFHX: FBGTX (250) vs NSFHX (1000000). FBGTX annual gain was more profitable for investors over the last year : 15.47 vs. NSFHX (10.29). FBGTX return over 5 years is better than : 31.27 vs. NSFHX (13.24).
FBGTXNSFHXFBGTX / NSFHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years8 years-
Gain YTD1.9601.561126%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets45.9B27.8M165,108%
Annual Yield % from dividends1.571.27124%
Returns for 1 year15.4710.29150%
Returns for 3 years9.024.62195%
Returns for 5 years31.2713.24236%
Returns for 10 years69.66N/A-
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