FBGTX
Price
$20.70
Change
+$0.05 (+0.24%)
Updated
May 8 closing price
Net Assets
44.21B
NSFHX
Price
$11.98
Change
+$0.05 (+0.42%)
Updated
May 8 closing price
Net Assets
25.85M
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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$20.70
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets44.21B
Natixis Target Retirement 2040 N
Price$11.98
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets25.85M
FBGTX vs NSFHX Comparison Chart
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FBGTX vs. NSFHX commentary
May 09, 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: 44.2B vs. NSFHX (25.9M). NSFHX pays higher dividends than FBGTX: NSFHX (1.71) vs FBGTX (1.51). 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 : 7.30 vs. NSFHX (1.52). FBGTX return over 5 years is better than : 45.11 vs. NSFHX (26.57).
FBGTXNSFHXFBGTX / NSFHX
Total Expense Ratio0.440.5481%
Annual Report Gross Expense Ratio0.441.5029%
Fund Existence11 years8 years-
Gain YTD1.421-1.854-77%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets44.2B25.9M170,656%
Annual Yield % from dividends1.511.7189%
Returns for 1 year7.301.52480%
Returns for 3 years25.7122.18116%
Returns for 5 years45.1126.57170%
Returns for 10 years60.15N/A-
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