FBGTX
Price
$21.16
Change
-$0.04 (-0.19%)
Updated
Sep 20 closing price
RAKTX
Price
$20.53
Change
-$0.03 (-0.15%)
Updated
Sep 20 closing price
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FBGTX vs RAKTX

Header iconFBGTX vs RAKTX Comparison
Open Charts FBGTX vs RAKTXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$21.16
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds 2040 Trgt Date Retire R1
Price$20.53
Change-$0.03 (-0.15%)
VolumeN/A
CapitalizationN/A
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FBGTX vs RAKTX Comparison Chart
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VS
FBGTX vs. RAKTX commentary
Sep 21, 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 RAKTX is a Hold.

FUNDAMENTALS
Fundamentals
FBGTX (44.7B) and RAKTX (44.7B) have equal amount of cash in the bank . FBGTX pays higher dividends than RAKTX: FBGTX (1.57) vs RAKTX (0.75). FBGTX was incepted earlier than RAKTX: FBGTX (11 years) vs RAKTX (18 years). FBGTX (1.00) and RAKTX (1.00) have comparable annual turnover. FBGTX (250) and RAKTX (250) have matching initial minimum investment requirements. FBGTX annual gain was more profitable for investors over the last year : 25.40 vs. RAKTX (24.15). FBGTX return over 5 years is better than : 38.36 vs. RAKTX (34.51).
FBGTXRAKTXFBGTX / RAKTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years18 years-
Gain YTD14.68813.866106%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets44.7B44.7B100%
Annual Yield % from dividends1.570.75210%
Returns for 1 year25.4024.15105%
Returns for 3 years5.062.62193%
Returns for 5 years38.3634.51111%
Returns for 10 years66.5359.98111%
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