FBGTX
Price
$21.11
Change
-$0.26 (-1.22%)
Updated
Feb 21 closing price
Net Assets
46.48B
NSFHX
Price
$12.55
Change
-$0.13 (-1.03%)
Updated
Feb 21 closing price
Net Assets
28.27M
Ad is loading...

FBGTX vs NSFHX

Header iconFBGTX vs NSFHX Comparison
Open Charts FBGTX vs NSFHXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$21.11
Change-$0.26 (-1.22%)
VolumeN/A
Net Assets46.48B
Natixis Target Retirement 2040 N
Price$12.55
Change-$0.13 (-1.03%)
VolumeN/A
Net Assets28.27M
FBGTX vs NSFHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FBGTX vs. NSFHX commentary
Feb 23, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 46.5B vs. NSFHX (28.3M). 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 : 11.59 vs. NSFHX (6.74). FBGTX return over 5 years is better than : 33.40 vs. NSFHX (15.88).
FBGTXNSFHXFBGTX / NSFHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years8 years-
Gain YTD3.4303.122110%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets46.5B28.3M164,311%
Annual Yield % from dividends1.571.27124%
Returns for 1 year11.596.74172%
Returns for 3 years16.2511.98136%
Returns for 5 years33.4015.88210%
Returns for 10 years65.28N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TLORX9.53-0.08
-0.83%
Transamerica Large Value Opps R
ACETX10.73-0.12
-1.11%
Invesco Equity and Income Y
FPKFX16.41-0.24
-1.44%
Fidelity Puritan K6
DCREX12.68-0.30
-2.31%
Dunham Real Estate Stock C
BFTUX60.93-1.93
-3.07%
Baron Fifth Avenue Growth R6