PLTJX
Price
$14.11
Change
-$0.02 (-0.14%)
Updated
May 23 closing price
Net Assets
5.13B
RBETX
Price
$17.28
Change
-$0.02 (-0.12%)
Updated
May 23 closing price
Net Assets
49.14B
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PLTJX vs RBETX

Header iconPLTJX vs RBETX Comparison
Open Charts PLTJX vs RBETXBanner chart's image
Principal LifeTime 2030 J
Price$14.11
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets5.13B
American Funds 2030 Trgt Date Retire R2
Price$17.28
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets49.14B
PLTJX vs RBETX Comparison Chart
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PLTJX vs. RBETX commentary
May 25, 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 PLTJX is a Hold and RBETX is a Hold.

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FUNDAMENTALS
Fundamentals
RBETX has more cash in the bank: 49.1B vs. PLTJX (5.13B). PLTJX pays higher dividends than RBETX: PLTJX (2.41) vs RBETX (1.33). PLTJX was incepted earlier than RBETX: PLTJX (24 years) vs RBETX (18 years). RBETX (1.42) is less costly to investors than PLTJX (0.70). PLTJX is a more actively managed with annual turnover of: 38.70 vs. RBETX (7.00). RBETX has a lower initial minimum investment than PLTJX: RBETX (250) vs PLTJX (1000). RBETX annual gain was more profitable for investors over the last year : 6.77 vs. PLTJX (3.53). RBETX return over 5 years is better than : 26.65 vs. PLTJX (16.37).
PLTJXRBETXPLTJX / RBETX
Total Expense Ratio0.701.4249%
Annual Report Gross Expense Ratio0.701.4249%
Fund Existence24 years18 years-
Gain YTD2.4663.10379%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B49.1B10%
Annual Yield % from dividends2.411.33181%
Returns for 1 year3.536.7752%
Returns for 3 years9.0917.6551%
Returns for 5 years16.3726.6561%
Returns for 10 years15.7837.7942%
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