FBGTX
Price
$22.64
Change
+$0.04 (+0.18%)
Updated
Jul 14 closing price
Net Assets
48.05B
TRRDX
Price
$33.15
Change
+$0.01 (+0.03%)
Updated
Jul 14 closing price
Net Assets
25.56B
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FBGTX vs TRRDX

Header iconFBGTX vs TRRDX Comparison
Open Charts FBGTX vs TRRDXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$22.64
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets48.05B
T. Rowe Price Retirement 2040
Price$33.15
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets25.56B
FBGTX vs TRRDX Comparison Chart in %
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FBGTX vs. TRRDX commentary
Jul 15, 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 TRRDX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 48B vs. TRRDX (25.6B). TRRDX (1.42) and FBGTX (1.38) have matching dividends . FBGTX was incepted earlier than TRRDX: FBGTX (11 years) vs TRRDX (23 years). TRRDX (0.60) is less costly to investors than FBGTX (0.44). TRRDX is a more actively managed with annual turnover of: 26.70 vs. FBGTX (6.00). FBGTX has a lower initial minimum investment than TRRDX: FBGTX (250) vs TRRDX (2500). FBGTX annual gain was more profitable for investors over the last year : 11.38 vs. TRRDX (9.08). FBGTX return over 5 years is better than : 43.24 vs. TRRDX (30.77).
FBGTXTRRDXFBGTX / TRRDX
Total Expense Ratio0.440.6073%
Annual Report Gross Expense Ratio0.440.6073%
Fund Existence11 years23 years-
Gain YTD10.9268.407130%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets48B25.6B188%
Annual Yield % from dividends1.381.4297%
Returns for 1 year11.389.08125%
Returns for 3 years41.0532.70126%
Returns for 5 years43.2430.77141%
Returns for 10 years74.5145.80163%
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