PTBPX
Price
$12.28
Change
+$0.05 (+0.41%)
Updated
May 29 closing price
Net Assets
2.08B
RECTX
Price
$14.16
Change
+$0.05 (+0.35%)
Updated
May 29 closing price
Net Assets
14.86B
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PTBPX vs RECTX

Header iconPTBPX vs RECTX Comparison
Open Charts PTBPX vs RECTXBanner chart's image
Principal LifeTime 2020 R5
Price$12.28
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets2.08B
American Funds 2020 Trgt Date Retire R5
Price$14.16
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets14.86B
PTBPX vs RECTX Comparison Chart
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PTBPX vs. RECTX commentary
May 31, 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 RECTX is a Hold.

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FUNDAMENTALS
Fundamentals
RECTX has more cash in the bank: 14.9B vs. PTBPX (2.08B). RECTX pays higher dividends than PTBPX: RECTX (2.90) vs PTBPX (2.74). PTBPX was incepted earlier than RECTX: PTBPX (24 years) vs RECTX (18 years). PTBPX (0.76) is less costly to investors than RECTX (0.35). PTBPX is a more actively managed with annual turnover of: 27.40 vs. RECTX (5.00). PTBPX has a lower initial minimum investment than RECTX: PTBPX (0) vs RECTX (250). RECTX annual gain was more profitable for investors over the last year : 8.87 vs. PTBPX (2.89). RECTX return over 5 years is better than : 21.42 vs. PTBPX (3.57).
PTBPXRECTXPTBPX / RECTX
Total Expense Ratio0.760.35217%
Annual Report Gross Expense Ratio0.760.35217%
Fund Existence24 years18 years-
Gain YTD2.6014.73455%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B14.9B14%
Annual Yield % from dividends2.742.9095%
Returns for 1 year2.898.8733%
Returns for 3 years1.5613.7211%
Returns for 5 years3.5721.4217%
Returns for 10 years4.3534.6513%
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