NSFHX
Price
$13.10
Change
-$0.05 (-0.38%)
Updated
Dec 17 closing price
RBKTX
Price
$20.98
Change
-$0.10 (-0.47%)
Updated
Dec 17 closing price
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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$13.10
Change-$0.05 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds 2040 Trgt Date Retire R2
Price$20.98
Change-$0.10 (-0.47%)
VolumeN/A
CapitalizationN/A
NSFHX vs RBKTX Comparison Chart
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NSFHX vs. RBKTX commentary
Dec 18, 2024

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 RBKTX is a Hold.

FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 46.2B vs. NSFHX (27.4M). NSFHX pays higher dividends than RBKTX: NSFHX (1.27) vs RBKTX (0.76). NSFHX was incepted earlier than RBKTX: NSFHX (8 years) vs RBKTX (18 years). NSFHX is a more actively managed with annual turnover of: 27.00 vs. RBKTX (1.00). 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 : 16.86 vs. NSFHX (13.44). RBKTX return over 5 years is better than : 29.46 vs. NSFHX (17.50).
NSFHXRBKTXNSFHX / RBKTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years18 years-
Gain YTD13.49416.75081%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets27.4M46.2B0%
Annual Yield % from dividends1.270.76166%
Returns for 1 year13.4416.8680%
Returns for 3 years4.473.94113%
Returns for 5 years17.5029.4659%
Returns for 10 yearsN/A61.04-
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