PTBPX
Price
$12.32
Change
+$0.02 (+0.16%)
Updated
Jun 3 closing price
Net Assets
2.09B
RBCTX
Price
$13.79
Change
+$0.02 (+0.15%)
Updated
Jun 3 closing price
Net Assets
14.94B
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PTBPX vs RBCTX

Header iconPTBPX vs RBCTX Comparison
Open Charts PTBPX vs RBCTXBanner chart's image
Principal LifeTime 2020 R5
Price$12.32
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.09B
American Funds 2020 Trgt Date Retire R2
Price$13.79
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets14.94B
PTBPX vs RBCTX Comparison Chart
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PTBPX vs. RBCTX commentary
Jun 04, 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 RBCTX is a Hold.

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FUNDAMENTALS
Fundamentals
RBCTX has more cash in the bank: 14.9B vs. PTBPX (2.09B). PTBPX pays higher dividends than RBCTX: PTBPX (2.69) vs RBCTX (1.87). PTBPX was incepted earlier than RBCTX: PTBPX (24 years) vs RBCTX (18 years). RBCTX (1.39) is less costly to investors than PTBPX (0.76). PTBPX is a more actively managed with annual turnover of: 27.40 vs. RBCTX (5.00). PTBPX has a lower initial minimum investment than RBCTX: PTBPX (0) vs RBCTX (250). RBCTX annual gain was more profitable for investors over the last year : 7.15 vs. PTBPX (2.55). RBCTX return over 5 years is better than : 14.88 vs. PTBPX (2.31).
PTBPXRBCTXPTBPX / RBCTX
Total Expense Ratio0.761.3955%
Annual Report Gross Expense Ratio0.761.3955%
Fund Existence24 years18 years-
Gain YTD3.1884.78767%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B14.9B14%
Annual Yield % from dividends2.691.87144%
Returns for 1 year2.557.1536%
Returns for 3 years2.8612.0924%
Returns for 5 years2.3114.8816%
Returns for 10 years5.8228.1221%
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