FBGTX
Price
$21.17
Change
-$0.05 (-0.24%)
Updated
May 23 closing price
Net Assets
45.41B
RBEKX
Price
$20.70
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.41B
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FBGTX vs RBEKX

Header iconFBGTX vs RBEKX Comparison
Open Charts FBGTX vs RBEKXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$21.17
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets45.41B
American Funds 2040 Trgt Date Retire R2E
Price$20.70
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.41B
FBGTX vs RBEKX Comparison Chart
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FBGTX vs. RBEKX commentary
May 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 RBEKX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX (45.4B) and RBEKX (45.4B) have equal amount of cash in the bank . FBGTX pays higher dividends than RBEKX: FBGTX (1.51) vs RBEKX (0.86). FBGTX was incepted earlier than RBEKX: FBGTX (11 years) vs RBEKX (11 years). RBEKX (1.16) is less costly to investors than FBGTX (0.44). FBGTX (6.00) and RBEKX (6.00) have comparable annual turnover. FBGTX (250) and RBEKX (250) have matching initial minimum investment requirements. FBGTX annual gain was more profitable for investors over the last year : 8.06 vs. RBEKX (7.26). FBGTX return over 5 years is better than : 47.27 vs. RBEKX (43.37).
FBGTXRBEKXFBGTX / RBEKX
Total Expense Ratio0.441.1638%
Annual Report Gross Expense Ratio0.441.1638%
Fund Existence11 years11 years-
Gain YTD3.9693.648109%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets45.4B45.4B100%
Annual Yield % from dividends1.510.86176%
Returns for 1 year8.067.26111%
Returns for 3 years26.5624.44109%
Returns for 5 years47.2743.37109%
Returns for 10 years62.6156.01112%
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