FBGTX
Price
$21.88
Change
+$0.15 (+0.69%)
Updated
Jun 23 closing price
Net Assets
46.45B
PARDX
Price
$31.74
Change
+$0.18 (+0.57%)
Updated
Jun 23 closing price
Net Assets
24.86B
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FBGTX vs PARDX

Header iconFBGTX vs PARDX Comparison
Open Charts FBGTX vs PARDXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$21.88
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets46.45B
T. Rowe Price Retirement 2040 Advisor
Price$31.74
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets24.86B
FBGTX vs PARDX Comparison Chart in %
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FBGTX vs. PARDX commentary
Jun 24, 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 PARDX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 46.4B vs. PARDX (24.9B). FBGTX pays higher dividends than PARDX: FBGTX (1.44) vs PARDX (1.29). FBGTX was incepted earlier than PARDX: FBGTX (11 years) vs PARDX (22 years). PARDX (0.85) is less costly to investors than FBGTX (0.44). PARDX is a more actively managed with annual turnover of: 26.70 vs. FBGTX (6.00). FBGTX has a lower initial minimum investment than PARDX: FBGTX (250) vs PARDX (2500). FBGTX annual gain was more profitable for investors over the last year : 9.45 vs. PARDX (7.76). FBGTX return over 5 years is better than : 44.30 vs. PARDX (29.45).
FBGTXPARDXFBGTX / PARDX
Total Expense Ratio0.440.8552%
Annual Report Gross Expense Ratio0.440.8552%
Fund Existence11 years22 years-
Gain YTD6.4674.642139%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets46.4B24.9B186%
Annual Yield % from dividends1.441.29112%
Returns for 1 year9.457.76122%
Returns for 3 years33.0623.67140%
Returns for 5 years44.3029.45150%
Returns for 10 years68.1237.10184%
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