PTBPX
Price
$12.73
Change
+$0.03 (+0.24%)
Updated
Jul 25 closing price
Net Assets
2.08B
RBEHX
Price
$14.27
Change
+$0.02 (+0.14%)
Updated
Jul 25 closing price
Net Assets
15.05B
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PTBPX vs RBEHX

Header iconPTBPX vs RBEHX Comparison
Open Charts PTBPX vs RBEHXBanner 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 R2E
Price$14.27
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets15.05B
PTBPX vs RBEHX Comparison Chart in %
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PTBPX vs. RBEHX 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 RBEHX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEHX has more cash in the bank: 15.1B vs. PTBPX (2.08B). PTBPX pays higher dividends than RBEHX: PTBPX (2.62) vs RBEHX (2.11). PTBPX was incepted earlier than RBEHX: PTBPX (24 years) vs RBEHX (11 years). RBEHX (1.10) is less costly to investors than PTBPX (0.76). PTBPX is a more actively managed with annual turnover of: 27.40 vs. RBEHX (5.00). PTBPX has a lower initial minimum investment than RBEHX: PTBPX (0) vs RBEHX (250). RBEHX annual gain was more profitable for investors over the last year : 9.06 vs. PTBPX (4.87). RBEHX return over 5 years is better than : 17.74 vs. PTBPX (2.81).
PTBPXRBEHXPTBPX / RBEHX
Total Expense Ratio0.761.1069%
Annual Report Gross Expense Ratio0.761.1069%
Fund Existence24 years11 years-
Gain YTD6.5448.43578%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B15.1B14%
Annual Yield % from dividends2.622.11124%
Returns for 1 year4.879.0654%
Returns for 3 years9.3520.7245%
Returns for 5 years2.8117.7416%
Returns for 10 years9.7933.7329%
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