PTDAX
Price
$16.09
Change
-$0.18 (-1.11%)
Updated
Jun 13 closing price
Net Assets
4.63B
RHGTX
Price
$21.72
Change
-$0.22 (-1.00%)
Updated
Jun 13 closing price
Net Assets
46.58B
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PTDAX vs RHGTX

Header iconPTDAX vs RHGTX Comparison
Open Charts PTDAX vs RHGTXBanner 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 R5E
Price$21.72
Change-$0.22 (-1.00%)
VolumeN/A
Net Assets46.58B
PTDAX vs RHGTX Comparison Chart
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PTDAX vs. RHGTX commentary
Jun 16, 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 RHGTX is a Hold.

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FUNDAMENTALS
Fundamentals
RHGTX has more cash in the bank: 46.6B vs. PTDAX (4.63B). PTDAX pays higher dividends than RHGTX: PTDAX (1.58) vs RHGTX (1.39). PTDAX was incepted earlier than RHGTX: PTDAX (20 years) vs RHGTX (10 years). PTDAX (0.93) is less costly to investors than RHGTX (0.50). PTDAX is a more actively managed with annual turnover of: 34.80 vs. RHGTX (6.00). RHGTX has a lower initial minimum investment than PTDAX: RHGTX (250) vs PTDAX (1000). RHGTX annual gain was more profitable for investors over the last year : 10.05 vs. PTDAX (3.79). RHGTX return over 5 years is better than : 45.81 vs. PTDAX (22.08).
PTDAXRHGTXPTDAX / RHGTX
Total Expense Ratio0.930.50186%
Annual Report Gross Expense Ratio0.930.50186%
Fund Existence20 years10 years-
Gain YTD4.6846.78569%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets4.63B46.6B10%
Annual Yield % from dividends1.581.39114%
Returns for 1 year3.7910.0538%
Returns for 3 years21.0637.4956%
Returns for 5 years22.0845.8148%
Returns for 10 years24.88N/A-
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