LFERX
Price
$19.32
Change
+$0.01 (+0.05%)
Updated
Dec 2 closing price
Net Assets
640.2M
RBEFX
Price
$21.36
Change
+$0.02 (+0.09%)
Updated
Dec 2 closing price
Net Assets
53.7B
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LFERX vs RBEFX

Header iconLFERX vs RBEFX Comparison
Open Charts LFERX vs RBEFXBanner chart's image
MFS Lifetime 2035 R1
Price$19.32
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets640.2M
American Funds 2035 Trgt Date Retire R2E
Price$21.36
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets53.7B
LFERX vs RBEFX Comparison Chart in %
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LFERX vs. RBEFX commentary
Dec 03, 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 LFERX is a Hold and RBEFX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 53.7B vs. LFERX (640M). LFERX pays higher dividends than RBEFX: LFERX (1.96) vs RBEFX (1.10). LFERX was incepted earlier than RBEFX: LFERX (13 years) vs RBEFX (11 years). LFERX (1.73) is less costly to investors than RBEFX (1.14). LFERX is a more actively managed with annual turnover of: 14.00 vs. RBEFX (7.00). LFERX has a lower initial minimum investment than RBEFX: LFERX (0) vs RBEFX (250). RBEFX annual gain was more profitable for investors over the last year : 9.90 vs. LFERX (5.39). RBEFX (25.31) and LFERX (25.28) have equivalent 5 years return.
LFERXRBEFXLFERX / RBEFX
Total Expense Ratio1.521.14133%
Annual Report Gross Expense Ratio1.731.14152%
Fund Existence13 years11 years-
Gain YTD11.35415.33574%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets640M53.7B1%
Annual Yield % from dividends1.961.10178%
Returns for 1 year5.399.9054%
Returns for 3 years24.7233.2174%
Returns for 5 years25.2825.31100%
Returns for 10 years77.8770.64110%
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