FBGTX
Price
$21.16
Change
-$0.04 (-0.19%)
Updated
Sep 20 closing price
NSFHX
Price
$12.78
Change
-$0.07 (-0.54%)
Updated
Sep 20 closing price
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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$21.16
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
Natixis Target Retirement 2040 N
Price$12.78
Change-$0.07 (-0.54%)
VolumeN/A
CapitalizationN/A
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FBGTX vs NSFHX Comparison Chart
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VS
FBGTX vs. NSFHX commentary
Sep 21, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 44.7B vs. NSFHX (26.8M). 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 : 25.40 vs. NSFHX (21.44). FBGTX return over 5 years is better than : 38.36 vs. NSFHX (23.98).
FBGTXNSFHXFBGTX / NSFHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years8 years-
Gain YTD14.68811.328130%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets44.7B26.8M166,791%
Annual Yield % from dividends1.571.27124%
Returns for 1 year25.4021.44118%
Returns for 3 years5.063.19159%
Returns for 5 years38.3623.98160%
Returns for 10 years66.53N/A-
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