PTBPX
Price
$12.32
Change
+$0.02 (+0.16%)
Updated
Jun 3 closing price
Net Assets
2.09B
RHCTX
Price
$14.04
Change
+$0.03 (+0.21%)
Updated
Jun 3 closing price
Net Assets
14.94B
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PTBPX vs RHCTX

Header iconPTBPX vs RHCTX Comparison
Open Charts PTBPX vs RHCTXBanner 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 R5E
Price$14.04
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets14.94B
PTBPX vs RHCTX Comparison Chart
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PTBPX vs. RHCTX 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 RHCTX is a Hold.

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FUNDAMENTALS
Fundamentals
RHCTX has more cash in the bank: 14.9B vs. PTBPX (2.09B). RHCTX (2.78) and PTBPX (2.69) have matching dividends . PTBPX was incepted earlier than RHCTX: PTBPX (24 years) vs RHCTX (10 years). PTBPX (0.76) is less costly to investors than RHCTX (0.44). PTBPX is a more actively managed with annual turnover of: 27.40 vs. RHCTX (5.00). PTBPX has a lower initial minimum investment than RHCTX: PTBPX (0) vs RHCTX (250). RHCTX annual gain was more profitable for investors over the last year : 8.29 vs. PTBPX (2.55). RHCTX return over 5 years is better than : 19.58 vs. PTBPX (2.31).
PTBPXRHCTXPTBPX / RHCTX
Total Expense Ratio0.760.44173%
Annual Report Gross Expense Ratio0.760.44173%
Fund Existence24 years10 years-
Gain YTD3.1885.24761%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B14.9B14%
Annual Yield % from dividends2.692.7897%
Returns for 1 year2.558.2931%
Returns for 3 years2.8614.9019%
Returns for 5 years2.3119.5812%
Returns for 10 years5.82N/A-
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