PTDAX
Price
$16.09
Change
-$0.18 (-1.11%)
Updated
Jun 13 closing price
Net Assets
4.63B
RAKTX
Price
$21.16
Change
-$0.21 (-0.98%)
Updated
Jun 13 closing price
Net Assets
46.58B
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PTDAX vs RAKTX

Header iconPTDAX vs RAKTX Comparison
Open Charts PTDAX vs RAKTXBanner chart's image
Principal LifeTime 2040 A
Price$16.09
Change-$0.18 (-1.11%)
VolumeN/A
Net Assets4.63B
American Funds 2040 Trgt Date Retire R1
Price$21.16
Change-$0.21 (-0.98%)
VolumeN/A
Net Assets46.58B
PTDAX vs RAKTX Comparison Chart
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PTDAX vs. RAKTX commentary
Jun 17, 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 PTDAX is a Hold and RAKTX is a Hold.

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FUNDAMENTALS
Fundamentals
RAKTX has more cash in the bank: 46.6B vs. PTDAX (4.63B). PTDAX pays higher dividends than RAKTX: PTDAX (1.58) vs RAKTX (0.58). PTDAX was incepted earlier than RAKTX: PTDAX (20 years) vs RAKTX (18 years). RAKTX (1.45) is less costly to investors than PTDAX (0.93). PTDAX is a more actively managed with annual turnover of: 34.80 vs. RAKTX (6.00). RAKTX has a lower initial minimum investment than PTDAX: RAKTX (250) vs PTDAX (1000). RAKTX annual gain was more profitable for investors over the last year : 8.93 vs. PTDAX (3.79). RAKTX return over 5 years is better than : 40.65 vs. PTDAX (22.08).
PTDAXRAKTXPTDAX / RAKTX
Total Expense Ratio0.931.4564%
Annual Report Gross Expense Ratio0.931.4564%
Fund Existence20 years18 years-
Gain YTD4.6846.33274%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets4.63B46.6B10%
Annual Yield % from dividends1.580.58274%
Returns for 1 year3.798.9342%
Returns for 3 years21.0634.5761%
Returns for 5 years22.0840.6554%
Returns for 10 years24.8862.5940%
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