NSFHX
Price
$11.98
Change
+$0.05 (+0.42%)
Updated
May 8 closing price
Net Assets
25.85M
RBKTX
Price
$20.06
Change
+$0.05 (+0.25%)
Updated
May 8 closing price
Net Assets
44.15B
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NSFHX vs RBKTX

Header iconNSFHX vs RBKTX Comparison
Open Charts NSFHX vs RBKTXBanner chart's image
Natixis Target Retirement 2040 N
Price$11.98
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets25.85M
American Funds 2040 Trgt Date Retire R2
Price$20.06
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets44.15B
NSFHX vs RBKTX Comparison Chart
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NSFHX vs. RBKTX commentary
May 09, 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 StrongBuy and RBKTX is a Hold.

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FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 44.2B vs. NSFHX (25.9M). NSFHX pays higher dividends than RBKTX: NSFHX (1.71) vs RBKTX (0.58). NSFHX was incepted earlier than RBKTX: NSFHX (8 years) vs RBKTX (18 years). NSFHX (1.50) and RBKTX (1.45) have similar cost to investors . NSFHX is a more actively managed with annual turnover of: 24.00 vs. RBKTX (6.00). RBKTX has a lower initial minimum investment than NSFHX: RBKTX (250) vs NSFHX (1000000). RBKTX annual gain was more profitable for investors over the last year : 6.18 vs. NSFHX (1.52). RBKTX return over 5 years is better than : 39.70 vs. NSFHX (26.57).
NSFHXRBKTXNSFHX / RBKTX
Total Expense Ratio0.541.4537%
Annual Report Gross Expense Ratio1.501.45103%
Fund Existence8 years18 years-
Gain YTD-1.8541.109-167%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets25.9M44.2B0%
Annual Yield % from dividends1.710.58293%
Returns for 1 year1.526.1825%
Returns for 3 years22.1822.8697%
Returns for 5 years26.5739.7067%
Returns for 10 yearsN/A53.27-
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