RAKTX
Price
$20.57
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.43B
RBEKX
Price
$20.70
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.43B
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RAKTX vs RBEKX

Header iconRAKTX vs RBEKX Comparison
Open Charts RAKTX vs RBEKXBanner chart's image
American Funds 2040 Trgt Date Retire R1
Price$20.57
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.43B
American Funds 2040 Trgt Date Retire R2E
Price$20.70
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.43B
RAKTX vs RBEKX Comparison Chart
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RAKTX vs. RBEKX commentary
May 25, 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 RAKTX is a Hold and RBEKX is a Hold.

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FUNDAMENTALS
Fundamentals
RAKTX (45.4B) and RBEKX (45.4B) have equal amount of cash in the bank . RBEKX pays higher dividends than RAKTX: RBEKX (0.86) vs RAKTX (0.61). RAKTX was incepted earlier than RBEKX: RAKTX (18 years) vs RBEKX (11 years). RAKTX (1.45) is less costly to investors than RBEKX (1.16). RAKTX (6.00) and RBEKX (6.00) have comparable annual turnover. RAKTX (250) and RBEKX (250) have matching initial minimum investment requirements. RBEKX (7.77) and RAKTX (7.44) have marching annual gain over last year. RBEKX (43.09) and RAKTX (41.36) have equivalent 5 years return.
RAKTXRBEKXRAKTX / RBEKX
Total Expense Ratio1.451.16125%
Annual Report Gross Expense Ratio1.451.16125%
Fund Existence18 years11 years-
Gain YTD3.3673.44898%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets45.4B45.4B100%
Annual Yield % from dividends0.610.8670%
Returns for 1 year7.447.7796%
Returns for 3 years24.1225.0196%
Returns for 5 years41.3643.0996%
Returns for 10 years57.2257.21100%
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