Ad is loading...
NSFHX
Price
$12.87
Change
-$0.12 (-0.92%)
Updated
Nov 15 closing price
RBKTX
Price
$20.36
Change
-$0.22 (-1.07%)
Updated
Nov 15 closing price
Ad is loading...

NSFHX vs RBKTX

Header iconNSFHX vs RBKTX Comparison
Open Charts NSFHX vs RBKTXBanner chart's image
Natixis Target Retirement 2040 N
Price$12.87
Change-$0.12 (-0.92%)
VolumeN/A
CapitalizationN/A
American Funds 2040 Trgt Date Retire R2
Price$20.36
Change-$0.22 (-1.07%)
VolumeN/A
CapitalizationN/A
NSFHX vs RBKTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
NSFHX vs. RBKTX commentary
Nov 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 StrongSell and RBKTX is a Hold.

FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 44.5B vs. NSFHX (27.3M). 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 : 19.76 vs. NSFHX (18.11). RBKTX return over 5 years is better than : 29.52 vs. NSFHX (19.28).
NSFHXRBKTXNSFHX / RBKTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years18 years-
Gain YTD11.50213.30086%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets27.3M44.5B0%
Annual Yield % from dividends1.270.76166%
Returns for 1 year18.1119.7692%
Returns for 3 years-1.70-2.7163%
Returns for 5 years19.2829.5265%
Returns for 10 yearsN/A55.81-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NGJAX18.970.02
+0.11%
Nuveen Global Real Estate Securities A
JDPAX18.03-0.16
-0.88%
Janus Henderson Mid Cap Value A
REBYX29.72-0.44
-1.46%
Russell Inv US Small Cap Equity Y
NWHVX13.64-0.21
-1.52%
Nationwide Geneva Mid Cap Gr A
SLCCX42.34-0.85
-1.97%
ClearBridge Large Cap Growth C