FBGTX
Price
$21.16
Change
-$0.04 (-0.19%)
Updated
Sep 20 closing price
RFGTX
Price
$21.32
Change
-$0.04 (-0.19%)
Updated
Sep 20 closing price
Ad is loading...

FBGTX vs RFGTX

Header iconFBGTX vs RFGTX Comparison
Open Charts FBGTX vs RFGTXBanner 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 R6
Price$21.32
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
FBGTX vs RFGTX Comparison Chart
Loading...
VS
FBGTX vs. RFGTX 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 RFGTX is a Hold.

FUNDAMENTALS
Fundamentals
FBGTX (44.7B) and RFGTX (44.7B) have equal amount of cash in the bank . RFGTX (1.64) and FBGTX (1.57) have matching dividends . FBGTX was incepted earlier than RFGTX: FBGTX (11 years) vs RFGTX (15 years). FBGTX (1.00) and RFGTX (1.00) have comparable annual turnover. FBGTX (250) and RFGTX (250) have matching initial minimum investment requirements. RFGTX (25.48) and FBGTX (25.40) have marching annual gain over last year. RFGTX (38.83) and FBGTX (38.36) have equivalent 5 years return.
FBGTXRFGTXFBGTX / RFGTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years15 years-
Gain YTD14.68814.747100%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets44.7B44.7B100%
Annual Yield % from dividends1.571.6496%
Returns for 1 year25.4025.48100%
Returns for 3 years5.065.3595%
Returns for 5 years38.3638.8399%
Returns for 10 years66.5367.6098%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FESGX69.95-0.12
-0.17%
First Eagle Global C
RLUEX10.02-0.02
-0.20%
Lazard US Equity Concentrated R6
SPWYX15.27-0.05
-0.33%
American Beacon Stephens Sm Cp Gr Y
NMSAX25.18-0.27
-1.06%
Columbia Small Cap Index A
RTRIX7.63-0.11
-1.42%
Royce Small-Cap Total Return Instl