FBGTX
Price
$21.71
Change
-$0.02 (-0.09%)
Updated
Jun 5 closing price
Net Assets
46.41B
NSFHX
Price
$12.39
Change
-$0.02 (-0.16%)
Updated
Jun 5 closing price
Net Assets
23.64M
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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$21.71
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets46.41B
Natixis Target Retirement 2040 N
Price$12.39
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets23.64M
FBGTX vs NSFHX Comparison Chart
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FBGTX vs. NSFHX commentary
Jun 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 46.4B vs. NSFHX (23.6M). NSFHX pays higher dividends than FBGTX: NSFHX (1.64) vs FBGTX (1.44). FBGTX was incepted earlier than NSFHX: FBGTX (11 years) vs NSFHX (8 years). NSFHX (1.50) is less costly to investors than FBGTX (0.44). NSFHX is a more actively managed with annual turnover of: 24.00 vs. FBGTX (6.00). 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 : 10.55 vs. NSFHX (4.04). FBGTX return over 5 years is better than : 40.64 vs. NSFHX (19.08).
FBGTXNSFHXFBGTX / NSFHX
Total Expense Ratio0.440.5481%
Annual Report Gross Expense Ratio0.441.5029%
Fund Existence11 years8 years-
Gain YTD6.4671.930335%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets46.4B23.6M196,610%
Annual Yield % from dividends1.441.6488%
Returns for 1 year10.554.04261%
Returns for 3 years26.1820.93125%
Returns for 5 years40.6419.08213%
Returns for 10 years70.00N/A-
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