NSFHX
Price
$12.77
Change
+$0.01 (+0.08%)
Updated
Jul 16 closing price
Net Assets
11.34M
RBEKX
Price
$22.07
Change
+$0.07 (+0.32%)
Updated
Jul 16 closing price
Net Assets
47.86B
Interact to see
Advertisement

NSFHX vs RBEKX

Header iconNSFHX vs RBEKX Comparison
Open Charts NSFHX vs RBEKXBanner chart's image
Natixis Target Retirement 2040 N
Price$12.77
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets11.34M
American Funds 2040 Trgt Date Retire R2E
Price$22.07
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets47.86B
NSFHX vs RBEKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NSFHX vs. RBEKX commentary
Jul 17, 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 NSFHX is a Buy and RBEKX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 47.9B vs. NSFHX (11.3M). NSFHX pays higher dividends than RBEKX: NSFHX (1.58) vs RBEKX (0.78). NSFHX was incepted earlier than RBEKX: NSFHX (8 years) vs RBEKX (11 years). NSFHX (1.20) and RBEKX (1.16) have similar cost to investors . NSFHX is a more actively managed with annual turnover of: 24.00 vs. RBEKX (6.00). RBEKX has a lower initial minimum investment than NSFHX: RBEKX (250) vs NSFHX (1000000). RBEKX annual gain was more profitable for investors over the last year : 9.58 vs. NSFHX (3.15). RBEKX return over 5 years is better than : 39.30 vs. NSFHX (21.75).
NSFHXRBEKXNSFHX / RBEKX
Total Expense Ratio0.481.1641%
Annual Report Gross Expense Ratio1.201.16103%
Fund Existence8 years11 years-
Gain YTD4.97410.29548%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.3M47.9B0%
Annual Yield % from dividends1.580.78202%
Returns for 1 year3.159.5833%
Returns for 3 years33.3138.5386%
Returns for 5 years21.7539.3055%
Returns for 10 yearsN/A67.12-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EQLT26.680.06
+0.22%
iShares MSCI Emerging Mkts Qual Fac ETF
IBTG22.85N/A
+0.02%
iShares iBonds Dec 2026 Term Tr ETF
EFR12.10-0.01
-0.08%
Eaton Vance Senior Floating-Rate Fund
HNW12.40-0.03
-0.28%
Pioneer Diversified High Income Fund
LITP6.56-0.05
-0.76%
Sprott Lithium Miners ETF