FCGTX
Price
$21.78
Change
-$0.02 (-0.09%)
Updated
Jun 5 closing price
Net Assets
46.41B
JOBEX
Price
$32.80
Change
-$0.10 (-0.30%)
Updated
Jun 5 closing price
Net Assets
2.91B
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FCGTX vs JOBEX

Header iconFCGTX vs JOBEX Comparison
Open Charts FCGTX vs JOBEXBanner chart's image
American Funds 2040 Trgt Date Retire F3
Price$21.78
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets46.41B
JPMorgan SmartRetirement® Blend 2040 I
Price$32.80
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets2.91B
FCGTX vs JOBEX Comparison Chart
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FCGTX vs. JOBEX commentary
Jun 06, 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 FCGTX is a Hold and JOBEX is a Hold.

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FUNDAMENTALS
Fundamentals
FCGTX has more cash in the bank: 46.4B vs. JOBEX (2.91B). JOBEX pays higher dividends than FCGTX: JOBEX (2.18) vs FCGTX (1.51). FCGTX was incepted earlier than JOBEX: FCGTX (8 years) vs JOBEX (13 years). JOBEX (0.65) is less costly to investors than FCGTX (0.36). JOBEX is a more actively managed with annual turnover of: 14.00 vs. FCGTX (6.00). FCGTX (1000000) and JOBEX (1000000) have matching initial minimum investment requirements. JOBEX (10.72) and FCGTX (10.65) have marching annual gain over last year. JOBEX return over 5 years is better than : 51.33 vs. FCGTX (41.08).
FCGTXJOBEXFCGTX / JOBEX
Total Expense Ratio0.360.4286%
Annual Report Gross Expense Ratio0.360.6555%
Fund Existence8 years13 years-
Gain YTD6.5495.449120%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets46.4B2.91B1,595%
Annual Yield % from dividends1.512.1869%
Returns for 1 year10.6510.7299%
Returns for 3 years26.4331.5884%
Returns for 5 years41.0851.3380%
Returns for 10 yearsN/A96.53-
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