MLFIX
Price
$20.49
Change
+$0.06 (+0.29%)
Updated
Jun 4 closing price
Net Assets
795.79M
RHGTX
Price
$21.66
Change
+$0.08 (+0.37%)
Updated
Jun 4 closing price
Net Assets
46.41B
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MLFIX vs RHGTX

Header iconMLFIX vs RHGTX Comparison
Open Charts MLFIX vs RHGTXBanner chart's image
MFS Lifetime 2040 I
Price$20.49
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets795.79M
American Funds 2040 Trgt Date Retire R5E
Price$21.66
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets46.41B
MLFIX vs RHGTX Comparison Chart
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MLFIX vs. RHGTX commentary
Jun 06, 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 RHGTX is a Hold.

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FUNDAMENTALS
Fundamentals
RHGTX has more cash in the bank: 46.4B vs. MLFIX (796M). MLFIX pays higher dividends than RHGTX: MLFIX (2.73) vs RHGTX (1.39). MLFIX was incepted earlier than RHGTX: MLFIX (20 years) vs RHGTX (10 years). MLFIX (0.76) is less costly to investors than RHGTX (0.50). MLFIX is a more actively managed with annual turnover of: 9.00 vs. RHGTX (6.00). MLFIX has a lower initial minimum investment than RHGTX: MLFIX (0) vs RHGTX (250). RHGTX annual gain was more profitable for investors over the last year : 11.81 vs. MLFIX (8.16). MLFIX (40.92) and RHGTX (40.26) have equivalent 5 years return.
MLFIXRHGTXMLFIX / RHGTX
Total Expense Ratio0.560.50112%
Annual Report Gross Expense Ratio0.760.50152%
Fund Existence20 years10 years-
Gain YTD5.2016.49080%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets796M46.4B2%
Annual Yield % from dividends2.731.39196%
Returns for 1 year8.1611.8169%
Returns for 3 years18.9626.2872%
Returns for 5 years40.9240.26102%
Returns for 10 years66.45N/A-
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