FCGTX
Price
$20.83
Change
+$0.30 (+1.46%)
Updated
May 2 closing price
Net Assets
44.64B
MLFIX
Price
$19.73
Change
+$0.25 (+1.28%)
Updated
May 2 closing price
Net Assets
776.65M
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FCGTX vs MLFIX

Header iconFCGTX vs MLFIX Comparison
Open Charts FCGTX vs MLFIXBanner chart's image
American Funds 2040 Trgt Date Retire F3
Price$20.83
Change+$0.30 (+1.46%)
VolumeN/A
Net Assets44.64B
MFS Lifetime 2040 I
Price$19.73
Change+$0.25 (+1.28%)
VolumeN/A
Net Assets776.65M
FCGTX vs MLFIX Comparison Chart
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FCGTX vs. MLFIX commentary
May 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 MLFIX is a Hold.

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FUNDAMENTALS
Fundamentals
FCGTX has more cash in the bank: 44.6B vs. MLFIX (777M). MLFIX pays higher dividends than FCGTX: MLFIX (2.84) vs FCGTX (1.59). FCGTX was incepted earlier than MLFIX: FCGTX (8 years) vs MLFIX (20 years). MLFIX (0.76) is less costly to investors than FCGTX (0.36). MLFIX is a more actively managed with annual turnover of: 9.00 vs. FCGTX (6.00). MLFIX has a lower initial minimum investment than FCGTX: MLFIX (0) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 9.96 vs. MLFIX (6.88). MLFIX return over 5 years is better than : 53.16 vs. FCGTX (50.51).
FCGTXMLFIXFCGTX / MLFIX
Total Expense Ratio0.360.5664%
Annual Report Gross Expense Ratio0.360.7647%
Fund Existence8 years20 years-
Gain YTD1.8081.596113%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.6B777M5,740%
Annual Yield % from dividends1.592.8456%
Returns for 1 year9.966.88145%
Returns for 3 years20.4715.14135%
Returns for 5 years50.5153.1695%
Returns for 10 yearsN/A61.07-
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