FBGTX
Price
$21.75
Change
-$0.11 (-0.50%)
Updated
Dec 17 closing price
NSFHX
Price
$13.10
Change
-$0.05 (-0.38%)
Updated
Dec 17 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$21.75
Change-$0.11 (-0.50%)
VolumeN/A
CapitalizationN/A
Natixis Target Retirement 2040 N
Price$13.10
Change-$0.05 (-0.38%)
VolumeN/A
CapitalizationN/A
FBGTX vs NSFHX Comparison Chart
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FBGTX vs. NSFHX commentary
Dec 18, 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 Buy.

FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 46.2B vs. NSFHX (27.4M). 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 : 18.03 vs. NSFHX (13.44). FBGTX return over 5 years is better than : 33.25 vs. NSFHX (17.50).
FBGTXNSFHXFBGTX / NSFHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years8 years-
Gain YTD17.88613.494133%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets46.2B27.4M168,613%
Annual Yield % from dividends1.571.27124%
Returns for 1 year18.0313.44134%
Returns for 3 years6.404.47143%
Returns for 5 years33.2517.50190%
Returns for 10 years68.13N/A-
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