FBGTX
Price
$22.59
Change
+$0.07 (+0.31%)
Updated
Jul 16 closing price
Net Assets
47.86B
NSFHX
Price
$12.77
Change
+$0.01 (+0.08%)
Updated
Jul 16 closing price
Net Assets
11.34M
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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$22.59
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets47.86B
Natixis Target Retirement 2040 N
Price$12.77
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets11.34M
FBGTX vs NSFHX Comparison Chart in %
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FBGTX vs. NSFHX commentary
Jul 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 NSFHX is a Buy.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 47.9B vs. NSFHX (11.3M). NSFHX pays higher dividends than FBGTX: NSFHX (1.58) vs FBGTX (1.38). FBGTX was incepted earlier than NSFHX: FBGTX (11 years) vs NSFHX (8 years). NSFHX (1.20) 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 : 10.38 vs. NSFHX (3.15). FBGTX return over 5 years is better than : 43.01 vs. NSFHX (21.75).
FBGTXNSFHXFBGTX / NSFHX
Total Expense Ratio0.440.4892%
Annual Report Gross Expense Ratio0.441.2037%
Fund Existence11 years8 years-
Gain YTD10.6814.974215%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets47.9B11.3M423,894%
Annual Yield % from dividends1.381.5887%
Returns for 1 year10.383.15330%
Returns for 3 years40.7433.31122%
Returns for 5 years43.0121.75198%
Returns for 10 years74.13N/A-
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