LTMBX
Price
$21.53
Change
-$0.03 (-0.14%)
Updated
Sep 9 closing price
Net Assets
560.57M
REHTX
Price
$24.49
Change
+$0.01 (+0.04%)
Updated
Sep 9 closing price
Net Assets
43.08B
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LTMBX vs REHTX

Header iconLTMBX vs REHTX Comparison
Open Charts LTMBX vs REHTXBanner chart's image
MFS Lifetime 2045 B
Price$21.53
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets560.57M
American Funds 2045 Trgt Date Retire R5
Price$24.49
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets43.08B
LTMBX vs REHTX Comparison Chart in %
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LTMBX vs. REHTX commentary
Sep 10, 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 LTMBX is a Hold and REHTX is a Hold.

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FUNDAMENTALS
Fundamentals
REHTX has more cash in the bank: 43.1B vs. LTMBX (561M). REHTX (1.24) and LTMBX (1.20) have matching dividends . LTMBX was incepted earlier than REHTX: LTMBX (13 years) vs REHTX (19 years). LTMBX (1.80) is less costly to investors than REHTX (0.42). LTMBX is a more actively managed with annual turnover of: 14.00 vs. REHTX (5.00). REHTX has a lower initial minimum investment than LTMBX: REHTX (250) vs LTMBX (1000). REHTX annual gain was more profitable for investors over the last year : 17.11 vs. LTMBX (11.69). REHTX return over 5 years is better than : 47.19 vs. LTMBX (44.28).
LTMBXREHTXLTMBX / REHTX
Total Expense Ratio1.570.42374%
Annual Report Gross Expense Ratio1.800.42429%
Fund Existence13 years19 years-
Gain YTD11.96014.92380%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets561M43.1B1%
Annual Yield % from dividends1.201.2497%
Returns for 1 year11.6917.1168%
Returns for 3 years29.6141.1872%
Returns for 5 years44.2847.1994%
Returns for 10 years93.8699.3294%
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