FCGTX
Price
$21.24
Change
-$0.05 (-0.23%)
Updated
May 23 closing price
Net Assets
45.41B
RBKTX
Price
$20.50
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.41B
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FCGTX vs RBKTX

Header iconFCGTX vs RBKTX Comparison
Open Charts FCGTX vs RBKTXBanner 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 R2
Price$20.50
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.41B
FCGTX vs RBKTX Comparison Chart
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FCGTX vs. RBKTX 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 RBKTX is a Hold.

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FUNDAMENTALS
Fundamentals
FCGTX (45.4B) and RBKTX (45.4B) have equal amount of cash in the bank . FCGTX pays higher dividends than RBKTX: FCGTX (1.59) vs RBKTX (0.58). FCGTX was incepted earlier than RBKTX: FCGTX (8 years) vs RBKTX (18 years). RBKTX (1.45) is less costly to investors than FCGTX (0.36). FCGTX (6.00) and RBKTX (6.00) have comparable annual turnover. RBKTX has a lower initial minimum investment than FCGTX: RBKTX (250) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 8.17 vs. RBKTX (6.87). FCGTX return over 5 years is better than : 47.82 vs. RBKTX (41.68).
FCGTXRBKTXFCGTX / RBKTX
Total Expense Ratio0.361.4525%
Annual Report Gross Expense Ratio0.361.4525%
Fund Existence8 years18 years-
Gain YTD4.0573.528115%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets45.4B45.4B100%
Annual Yield % from dividends1.590.58273%
Returns for 1 year8.176.87119%
Returns for 3 years26.8923.63114%
Returns for 5 years47.8241.68115%
Returns for 10 yearsN/A55.53-
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