FCGTX
Price
$21.80
Change
+$0.08 (+0.37%)
Updated
Jun 4 closing price
Net Assets
46.41B
MLFIX
Price
$20.49
Change
+$0.06 (+0.29%)
Updated
Jun 4 closing price
Net Assets
795.79M
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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$21.80
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets46.41B
MFS Lifetime 2040 I
Price$20.49
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets795.79M
FCGTX vs MLFIX Comparison Chart
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FCGTX vs. MLFIX 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 MLFIX is a Hold.

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FUNDAMENTALS
Fundamentals
FCGTX has more cash in the bank: 46.4B vs. MLFIX (796M). MLFIX pays higher dividends than FCGTX: MLFIX (2.73) vs FCGTX (1.51). 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 : 11.99 vs. MLFIX (8.16). FCGTX (41.08) and MLFIX (40.92) have equivalent 5 years return.
FCGTXMLFIXFCGTX / MLFIX
Total Expense Ratio0.360.5664%
Annual Report Gross Expense Ratio0.360.7647%
Fund Existence8 years20 years-
Gain YTD6.5495.201126%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets46.4B796M5,829%
Annual Yield % from dividends1.512.7355%
Returns for 1 year11.998.16147%
Returns for 3 years26.7218.96141%
Returns for 5 years41.0840.92100%
Returns for 10 yearsN/A66.45-
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