PHJMX
Price
$12.43
Change
+$0.05 (+0.40%)
Updated
Oct 20 closing price
Net Assets
461.87M
REJTX
Price
$13.81
Change
+$0.06 (+0.44%)
Updated
Oct 20 closing price
Net Assets
4.74B
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PHJMX vs REJTX

Header iconPHJMX vs REJTX Comparison
Open Charts PHJMX vs REJTXBanner chart's image
Principal LifeTime Hybrid 2015 J
Price$12.43
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets461.87M
American Funds 2015 Trgt Date Retire R5
Price$13.81
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets4.74B
PHJMX vs REJTX Comparison Chart in %
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PHJMX vs. REJTX commentary
Oct 21, 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 PHJMX is a Hold and REJTX is a Hold.

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FUNDAMENTALS
Fundamentals
REJTX has more cash in the bank: 4.74B vs. PHJMX (462M). REJTX pays higher dividends than PHJMX: REJTX (2.85) vs PHJMX (2.69). PHJMX was incepted earlier than REJTX: PHJMX (8 years) vs REJTX (19 years). PHJMX (0.49) is less costly to investors than REJTX (0.35). PHJMX is a more actively managed with annual turnover of: 23.80 vs. REJTX (6.00). REJTX has a lower initial minimum investment than PHJMX: REJTX (250) vs PHJMX (1000). REJTX (7.74) and PHJMX (7.74) have marching annual gain over last year. REJTX return over 5 years is better than : 23.95 vs. PHJMX (18.13).
PHJMXREJTXPHJMX / REJTX
Total Expense Ratio0.490.35140%
Annual Report Gross Expense Ratio0.490.35140%
Fund Existence8 years19 years-
Gain YTD9.75212.18580%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets462M4.74B10%
Annual Yield % from dividends2.692.8595%
Returns for 1 year7.747.74100%
Returns for 3 years29.9532.9391%
Returns for 5 years18.1323.9576%
Returns for 10 yearsN/A41.51-
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