PTBPX
Price
$12.73
Change
+$0.03 (+0.24%)
Updated
Jul 25 closing price
Net Assets
2.08B
RACTX
Price
$14.40
Change
+$0.02 (+0.14%)
Updated
Jul 25 closing price
Net Assets
15.05B
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PTBPX vs RACTX

Header iconPTBPX vs RACTX Comparison
Open Charts PTBPX vs RACTXBanner chart's image
Principal LifeTime 2020 R5
Price$12.73
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets2.08B
American Funds 2020 Trgt Date Retire R1
Price$14.40
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets15.05B
PTBPX vs RACTX Comparison Chart in %
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PTBPX vs. RACTX commentary
Jul 26, 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 PTBPX is a Hold and RACTX is a Hold.

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FUNDAMENTALS
Fundamentals
RACTX has more cash in the bank: 15.1B vs. PTBPX (2.08B). PTBPX pays higher dividends than RACTX: PTBPX (2.62) vs RACTX (1.83). PTBPX was incepted earlier than RACTX: PTBPX (24 years) vs RACTX (18 years). RACTX (1.39) is less costly to investors than PTBPX (0.76). PTBPX is a more actively managed with annual turnover of: 27.40 vs. RACTX (5.00). PTBPX has a lower initial minimum investment than RACTX: PTBPX (0) vs RACTX (250). RACTX annual gain was more profitable for investors over the last year : 8.83 vs. PTBPX (4.87). RACTX return over 5 years is better than : 16.63 vs. PTBPX (2.81).
PTBPXRACTXPTBPX / RACTX
Total Expense Ratio0.761.3955%
Annual Report Gross Expense Ratio0.761.3955%
Fund Existence24 years18 years-
Gain YTD6.5448.27179%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B15.1B14%
Annual Yield % from dividends2.621.83143%
Returns for 1 year4.878.8355%
Returns for 3 years9.3520.1346%
Returns for 5 years2.8116.6317%
Returns for 10 years9.7933.4529%
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