MLFIX
Price
$19.73
Change
+$0.25 (+1.28%)
Updated
May 2 closing price
Net Assets
776.65M
RHGTX
Price
$20.70
Change
+$0.30 (+1.47%)
Updated
May 2 closing price
Net Assets
44.64B
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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$19.73
Change+$0.25 (+1.28%)
VolumeN/A
Net Assets776.65M
American Funds 2040 Trgt Date Retire R5E
Price$20.70
Change+$0.30 (+1.47%)
VolumeN/A
Net Assets44.64B
MLFIX vs RHGTX Comparison Chart
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MLFIX vs. RHGTX commentary
May 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: 44.6B vs. MLFIX (777M). MLFIX pays higher dividends than RHGTX: MLFIX (2.84) vs RHGTX (1.46). MLFIX was incepted earlier than RHGTX: MLFIX (20 years) vs RHGTX (9 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 : 9.82 vs. MLFIX (6.88). MLFIX return over 5 years is better than : 53.16 vs. RHGTX (49.65).
MLFIXRHGTXMLFIX / RHGTX
Total Expense Ratio0.560.50112%
Annual Report Gross Expense Ratio0.760.50152%
Fund Existence20 years9 years-
Gain YTD1.5961.77090%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets777M44.6B2%
Annual Yield % from dividends2.841.46195%
Returns for 1 year6.889.8270%
Returns for 3 years15.1420.0775%
Returns for 5 years53.1649.65107%
Returns for 10 years61.07N/A-
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