MLFIX
Price
$20.30
Change
-$0.00 (-0.00%)
Updated
May 30 closing price
Net Assets
790.01M
RBEKX
Price
$20.99
Change
+$0.01 (+0.05%)
Updated
May 30 closing price
Net Assets
45.98B
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MLFIX vs RBEKX

Header iconMLFIX vs RBEKX Comparison
Open Charts MLFIX vs RBEKXBanner chart's image
MFS Lifetime 2040 I
Price$20.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets790.01M
American Funds 2040 Trgt Date Retire R2E
Price$20.99
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets45.98B
MLFIX vs RBEKX Comparison Chart
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MLFIX vs. RBEKX commentary
Jun 01, 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 MLFIX is a Hold and RBEKX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 46B vs. MLFIX (790M). MLFIX pays higher dividends than RBEKX: MLFIX (2.73) vs RBEKX (0.82). MLFIX was incepted earlier than RBEKX: MLFIX (20 years) vs RBEKX (11 years). RBEKX (1.16) is less costly to investors than MLFIX (0.76). MLFIX is a more actively managed with annual turnover of: 9.00 vs. RBEKX (6.00). MLFIX has a lower initial minimum investment than RBEKX: MLFIX (0) vs RBEKX (250). RBEKX annual gain was more profitable for investors over the last year : 10.31 vs. MLFIX (7.81). MLFIX return over 5 years is better than : 46.91 vs. RBEKX (40.91).
MLFIXRBEKXMLFIX / RBEKX
Total Expense Ratio0.561.1648%
Annual Report Gross Expense Ratio0.761.1666%
Fund Existence20 years11 years-
Gain YTD4.5314.89893%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets790M46B2%
Annual Yield % from dividends2.730.82332%
Returns for 1 year7.8110.3176%
Returns for 3 years18.0722.3481%
Returns for 5 years46.9140.91115%
Returns for 10 years63.9759.06108%
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