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PHJBX
Price
$16.81
Change
-$0.18 (-1.06%)
Updated
Nov 15 closing price
RCMTX
Price
$26.40
Change
-$0.32 (-1.20%)
Updated
Nov 15 closing price
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PHJBX vs RCMTX

Header iconPHJBX vs RCMTX Comparison
Open Charts PHJBX vs RCMTXBanner chart's image
Principal LifeTime Hybrid 2055 J
Price$16.81
Change-$0.18 (-1.06%)
VolumeN/A
CapitalizationN/A
American Funds 2055 Trgt Date Retire R3
Price$26.40
Change-$0.32 (-1.20%)
VolumeN/A
CapitalizationN/A
PHJBX vs RCMTX Comparison Chart
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PHJBX vs. RCMTX 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 PHJBX is a Hold and RCMTX is a Hold.

FUNDAMENTALS
Fundamentals
RCMTX has more cash in the bank: 23.9B vs. PHJBX (276M). PHJBX pays higher dividends than RCMTX: PHJBX (1.52) vs RCMTX (0.86). PHJBX was incepted earlier than RCMTX: PHJBX (7 years) vs RCMTX (15 years). PHJBX is a more actively managed with annual turnover of: 7.30 vs. RCMTX (1.00). RCMTX has a lower initial minimum investment than PHJBX: RCMTX (250) vs PHJBX (1000). PHJBX annual gain was more profitable for investors over the last year : 23.11 vs. RCMTX (21.39). PHJBX return over 5 years is better than : 40.95 vs. RCMTX (33.35).
PHJBXRCMTXPHJBX / RCMTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years15 years-
Gain YTD16.01114.434111%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets276M23.9B1%
Annual Yield % from dividends1.520.86177%
Returns for 1 year23.1121.39108%
Returns for 3 years1.20-2.20-55%
Returns for 5 years40.9533.35123%
Returns for 10 yearsN/A67.35-
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