PTBPX
Price
$12.35
Change
-$0.02 (-0.16%)
Updated
Jun 20 closing price
Net Assets
2.07B
RACTX
Price
$14.00
Change
-$0.01 (-0.07%)
Updated
Jun 20 closing price
Net Assets
14.94B
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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$12.35
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2.07B
American Funds 2020 Trgt Date Retire R1
Price$14.00
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets14.94B
PTBPX vs RACTX Comparison Chart in %
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PTBPX vs. RACTX commentary
Jun 23, 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: 14.9B vs. PTBPX (2.07B). PTBPX pays higher dividends than RACTX: PTBPX (2.69) vs RACTX (1.89). 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 : 6.28 vs. PTBPX (2.22). RACTX return over 5 years is better than : 15.96 vs. PTBPX (2.72).
PTBPXRACTXPTBPX / RACTX
Total Expense Ratio0.761.3955%
Annual Report Gross Expense Ratio0.761.3955%
Fund Existence24 years18 years-
Gain YTD3.6075.26369%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.07B14.9B14%
Annual Yield % from dividends2.691.89143%
Returns for 1 year2.226.2835%
Returns for 3 years9.1319.1648%
Returns for 5 years2.7215.9617%
Returns for 10 years5.0827.9718%
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