FCGTX
Price
$22.71
Change
+$0.04 (+0.18%)
Updated
Jul 14 closing price
Net Assets
48.05B
TRRDX
Price
$33.15
Change
+$0.01 (+0.03%)
Updated
Jul 14 closing price
Net Assets
25.56B
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FCGTX vs TRRDX

Header iconFCGTX vs TRRDX Comparison
Open Charts FCGTX vs TRRDXBanner chart's image
American Funds 2040 Trgt Date Retire F3
Price$22.71
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets48.05B
T. Rowe Price Retirement 2040
Price$33.15
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets25.56B
FCGTX vs TRRDX Comparison Chart in %
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FCGTX vs. TRRDX commentary
Jul 15, 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 TRRDX is a Hold.

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FUNDAMENTALS
Fundamentals
FCGTX has more cash in the bank: 48B vs. TRRDX (25.6B). FCGTX (1.44) and TRRDX (1.42) have matching dividends . FCGTX was incepted earlier than TRRDX: FCGTX (8 years) vs TRRDX (23 years). TRRDX (0.60) is less costly to investors than FCGTX (0.36). TRRDX is a more actively managed with annual turnover of: 26.70 vs. FCGTX (6.00). TRRDX has a lower initial minimum investment than FCGTX: TRRDX (2500) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 11.43 vs. TRRDX (9.08). FCGTX return over 5 years is better than : 43.68 vs. TRRDX (30.77).
FCGTXTRRDXFCGTX / TRRDX
Total Expense Ratio0.360.6060%
Annual Report Gross Expense Ratio0.360.6060%
Fund Existence8 years23 years-
Gain YTD10.9978.407131%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets48B25.6B188%
Annual Yield % from dividends1.441.42102%
Returns for 1 year11.439.08126%
Returns for 3 years41.3732.70127%
Returns for 5 years43.6830.77142%
Returns for 10 yearsN/A45.80-
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