FCGTX
Price
$21.24
Change
-$0.05 (-0.23%)
Updated
May 23 closing price
Net Assets
45.41B
RBEKX
Price
$20.70
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.41B
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FCGTX vs RBEKX

Header iconFCGTX vs RBEKX Comparison
Open Charts FCGTX vs RBEKXBanner chart's image
American Funds 2040 Trgt Date Retire F3
Price$21.24
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets45.41B
American Funds 2040 Trgt Date Retire R2E
Price$20.70
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.41B
FCGTX vs RBEKX Comparison Chart
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FCGTX vs. RBEKX commentary
May 24, 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 RBEKX is a Hold.

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FUNDAMENTALS
Fundamentals
FCGTX (45.4B) and RBEKX (45.4B) have equal amount of cash in the bank . FCGTX pays higher dividends than RBEKX: FCGTX (1.59) vs RBEKX (0.86). FCGTX was incepted earlier than RBEKX: FCGTX (8 years) vs RBEKX (11 years). RBEKX (1.16) is less costly to investors than FCGTX (0.36). FCGTX (6.00) and RBEKX (6.00) have comparable annual turnover. RBEKX has a lower initial minimum investment than FCGTX: RBEKX (250) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 8.17 vs. RBEKX (7.26). FCGTX return over 5 years is better than : 47.82 vs. RBEKX (43.37).
FCGTXRBEKXFCGTX / RBEKX
Total Expense Ratio0.361.1631%
Annual Report Gross Expense Ratio0.361.1631%
Fund Existence8 years11 years-
Gain YTD4.0573.648111%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets45.4B45.4B100%
Annual Yield % from dividends1.590.86184%
Returns for 1 year8.177.26113%
Returns for 3 years26.8924.44110%
Returns for 5 years47.8243.37110%
Returns for 10 yearsN/A56.01-
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