FBJTX
Price
$30.54
Change
+$0.07 (+0.23%)
Updated
Sep 30 closing price
Net Assets
28.5B
LFIBX
Price
$22.72
Change
+$0.07 (+0.31%)
Updated
Sep 30 closing price
Net Assets
435.52M
Interact to see
Advertisement

FBJTX vs LFIBX

Header iconFBJTX vs LFIBX Comparison
Open Charts FBJTX vs LFIBXBanner chart's image
American Funds 2055 Trgt Date Retire F2
Price$30.54
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets28.5B
MFS Lifetime 2055 B
Price$22.72
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets435.52M
FBJTX vs LFIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FBJTX vs. LFIBX commentary
Oct 01, 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 FBJTX is a Hold and LFIBX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FBJTX has more cash in the bank: 28.5B vs. LFIBX (436M). LFIBX pays higher dividends than FBJTX: LFIBX (1.25) vs FBJTX (1.01). FBJTX was incepted earlier than LFIBX: FBJTX (12 years) vs LFIBX (13 years). LFIBX (1.85) is less costly to investors than FBJTX (0.48). LFIBX is a more actively managed with annual turnover of: 15.00 vs. FBJTX (5.00). FBJTX has a lower initial minimum investment than LFIBX: FBJTX (250) vs LFIBX (1000). FBJTX annual gain was more profitable for investors over the last year : 12.66 vs. LFIBX (7.87). FBJTX (47.36) and LFIBX (46.18) have equivalent 5 years return.
FBJTXLFIBXFBJTX / LFIBX
Total Expense Ratio0.481.5830%
Annual Report Gross Expense Ratio0.481.8526%
Fund Existence12 years13 years-
Gain YTD16.22712.837126%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B436M6,537%
Annual Yield % from dividends1.011.2581%
Returns for 1 year12.667.87161%
Returns for 3 years60.0546.89128%
Returns for 5 years47.3646.18103%
Returns for 10 years107.84104.11104%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
UGE17.060.05
+0.30%
ProShares Ultra Consumer Staples
GCAL50.690.13
+0.26%
Goldman Sachs Dynamic CA Muncpl Inc ETF
FSMD43.92-0.08
-0.18%
Fidelity Small-Mid Multifactor ETF
BUL53.24-0.12
-0.23%
Pacer US Cash Cows Growth ETF
JOF10.54-0.06
-0.57%
Japan Smaller Capitalization Fund