FBGTX
Price
$21.16
Change
-$0.04 (-0.19%)
Updated
Sep 20 closing price
RCKTX
Price
$20.84
Change
-$0.03 (-0.14%)
Updated
Sep 20 closing price
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FBGTX vs RCKTX

Header iconFBGTX vs RCKTX Comparison
Open Charts FBGTX vs RCKTXBanner 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 R3
Price$20.84
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
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FBGTX vs RCKTX Comparison Chart
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VS
FBGTX vs. RCKTX commentary
Sep 22, 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 RCKTX is a Hold.

FUNDAMENTALS
Fundamentals
FBGTX (44.7B) and RCKTX (44.7B) have equal amount of cash in the bank . FBGTX pays higher dividends than RCKTX: FBGTX (1.57) vs RCKTX (1.11). FBGTX was incepted earlier than RCKTX: FBGTX (11 years) vs RCKTX (18 years). FBGTX (1.00) and RCKTX (1.00) have comparable annual turnover. FBGTX (250) and RCKTX (250) have matching initial minimum investment requirements. FBGTX (25.40) and RCKTX (24.72) have marching annual gain over last year. FBGTX return over 5 years is better than : 38.36 vs. RCKTX (36.34).
FBGTXRCKTXFBGTX / RCKTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years18 years-
Gain YTD14.68814.254103%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets44.7B44.7B100%
Annual Yield % from dividends1.571.11141%
Returns for 1 year25.4024.72103%
Returns for 3 years5.063.76135%
Returns for 5 years38.3636.34106%
Returns for 10 years66.5362.81106%
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