FBGTX
Price
$20.29
Change
+$0.05 (+0.25%)
Updated
Apr 28 closing price
Net Assets
43.59B
PARDX
Price
$30.02
Change
+$0.08 (+0.27%)
Updated
Apr 28 closing price
Net Assets
23.87B
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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$20.29
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets43.59B
T. Rowe Price Retirement 2040 Advisor
Price$30.02
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets23.87B
FBGTX vs PARDX Comparison Chart
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FBGTX vs. PARDX commentary
Apr 29, 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: 43.6B vs. PARDX (23.9B). FBGTX pays higher dividends than PARDX: FBGTX (1.53) vs PARDX (1.34). 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 : 6.70 vs. PARDX (5.87). FBGTX return over 5 years is better than : 42.43 vs. PARDX (29.57).
FBGTXPARDXFBGTX / PARDX
Total Expense Ratio0.440.8552%
Annual Report Gross Expense Ratio0.440.8552%
Fund Existence11 years22 years-
Gain YTD-0.588-0.72981%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets43.6B23.9B182%
Annual Yield % from dividends1.531.34114%
Returns for 1 year6.705.87114%
Returns for 3 years18.2811.59158%
Returns for 5 years42.4329.57143%
Returns for 10 years57.0930.07190%
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