FBGTX
Price
$23.69
Change
+$0.09 (+0.38%)
Updated
Sep 15 closing price
Net Assets
49.98B
RFGTX
Price
$23.88
Change
+$0.10 (+0.42%)
Updated
Sep 15 closing price
Net Assets
49.98B
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FBGTX vs RFGTX

Header iconFBGTX vs RFGTX Comparison
Open Charts FBGTX vs RFGTXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$23.69
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets49.98B
American Funds 2040 Trgt Date Retire R6
Price$23.88
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets49.98B
FBGTX vs RFGTX Comparison Chart in %
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FBGTX vs. RFGTX commentary
Sep 17, 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 RFGTX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX (50B) and RFGTX (50B) have equal amount of cash in the bank . RFGTX (1.40) and FBGTX (1.34) have matching dividends . FBGTX was incepted earlier than RFGTX: FBGTX (12 years) vs RFGTX (16 years). FBGTX (0.44) is less costly to investors than RFGTX (0.36). FBGTX (6.00) and RFGTX (6.00) have comparable annual turnover. FBGTX (250) and RFGTX (250) have matching initial minimum investment requirements. RFGTX (14.62) and FBGTX (14.55) have marching annual gain over last year. RFGTX (44.24) and FBGTX (43.75) have equivalent 5 years return.
FBGTXRFGTXFBGTX / RFGTX
Total Expense Ratio0.440.36122%
Annual Report Gross Expense Ratio0.440.36122%
Fund Existence12 years16 years-
Gain YTD15.63015.661100%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets50B50B100%
Annual Yield % from dividends1.341.4096%
Returns for 1 year14.5514.6299%
Returns for 3 years46.3346.6999%
Returns for 5 years43.7544.2499%
Returns for 10 years95.1596.3099%
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