MLFIX
Price
$20.97
Change
+$0.10 (+0.48%)
Updated
Jun 27 closing price
Net Assets
806.38M
RHGTX
Price
$22.32
Change
+$0.09 (+0.40%)
Updated
Jun 27 closing price
Net Assets
47.77B
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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$20.97
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets806.38M
American Funds 2040 Trgt Date Retire R5E
Price$22.32
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets47.77B
MLFIX vs RHGTX Comparison Chart in %
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MLFIX vs. RHGTX commentary
Jun 30, 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: 47.8B vs. MLFIX (806M). 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 : 12.75 vs. MLFIX (10.11). MLFIX (51.47) and RHGTX (49.45) have equivalent 5 years return.
MLFIXRHGTXMLFIX / RHGTX
Total Expense Ratio0.560.50112%
Annual Report Gross Expense Ratio0.760.50152%
Fund Existence20 years10 years-
Gain YTD7.9819.73582%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets806M47.8B2%
Annual Yield % from dividends2.731.39196%
Returns for 1 year10.1112.7579%
Returns for 3 years30.7538.7479%
Returns for 5 years51.4749.45104%
Returns for 10 years72.12N/A-
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