PTDAX
Price
$16.09
Change
-$0.18 (-1.11%)
Updated
Jun 13 closing price
Net Assets
4.63B
REGTX
Price
$22.06
Change
-$0.22 (-0.99%)
Updated
Jun 13 closing price
Net Assets
46.58B
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PTDAX vs REGTX

Header iconPTDAX vs REGTX Comparison
Open Charts PTDAX vs REGTXBanner 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 R5
Price$22.06
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets46.58B
PTDAX vs REGTX Comparison Chart
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PTDAX vs. REGTX 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 REGTX is a Hold.

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FUNDAMENTALS
Fundamentals
REGTX has more cash in the bank: 46.6B vs. PTDAX (4.63B). PTDAX pays higher dividends than REGTX: PTDAX (1.58) vs REGTX (1.45). PTDAX was incepted earlier than REGTX: PTDAX (20 years) vs REGTX (18 years). PTDAX (0.93) is less costly to investors than REGTX (0.41). PTDAX is a more actively managed with annual turnover of: 34.80 vs. REGTX (6.00). REGTX has a lower initial minimum investment than PTDAX: REGTX (250) vs PTDAX (1000). REGTX annual gain was more profitable for investors over the last year : 10.19 vs. PTDAX (3.79). REGTX return over 5 years is better than : 46.64 vs. PTDAX (22.08).
PTDAXREGTXPTDAX / REGTX
Total Expense Ratio0.930.41227%
Annual Report Gross Expense Ratio0.930.41227%
Fund Existence20 years18 years-
Gain YTD4.6846.82869%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets4.63B46.6B10%
Annual Yield % from dividends1.581.45109%
Returns for 1 year3.7910.1937%
Returns for 3 years21.0637.9755%
Returns for 5 years22.0846.6447%
Returns for 10 years24.8870.4935%
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