FBGTX
Price
$22.45
Change
-$0.20 (-0.88%)
Updated
Aug 1 closing price
Net Assets
47.71B
PARDX
Price
$32.35
Change
-$0.32 (-0.98%)
Updated
Aug 1 closing price
Net Assets
25.17B
Interact to see
Advertisement

FBGTX vs PARDX

Header iconFBGTX vs PARDX Comparison
Open Charts FBGTX vs PARDXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$22.45
Change-$0.20 (-0.88%)
VolumeN/A
Net Assets47.71B
T. Rowe Price Retirement 2040 Advisor
Price$32.35
Change-$0.32 (-0.98%)
VolumeN/A
Net Assets25.17B
FBGTX vs PARDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FBGTX vs. PARDX commentary
Aug 03, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 47.7B vs. PARDX (25.2B). FBGTX pays higher dividends than PARDX: FBGTX (1.37) vs PARDX (1.24). 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 : 12.63 vs. PARDX (9.68). FBGTX return over 5 years is better than : 41.27 vs. PARDX (25.03).
FBGTXPARDXFBGTX / PARDX
Total Expense Ratio0.440.8552%
Annual Report Gross Expense Ratio0.440.8552%
Fund Existence11 years22 years-
Gain YTD9.9957.261138%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets47.7B25.2B189%
Annual Yield % from dividends1.371.24111%
Returns for 1 year12.639.68130%
Returns for 3 years33.5923.37144%
Returns for 5 years41.2725.03165%
Returns for 10 years74.9841.84179%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BNDI47.220.33
+0.70%
NEOS Enhanced Income Aggregate Bond ETF
RBIL50.100.05
+0.11%
F/m Ultrshrt Trs Infl-Protd Sec TIPS ETF
PSFO30.67N/A
N/A
Pacer Swan SOS Flex (October) ETF
TFLR51.41-0.08
-0.15%
T. Rowe Price Floating Rate ETF
XOP123.70-4.45
-3.47%
SPDR® S&P Oil & Gas Explor & Prodtn ETF