RAKTX
Price
$19.73
Change
+$0.05 (+0.25%)
Updated
Apr 28 closing price
Net Assets
43.59B
RBEKX
Price
$19.85
Change
+$0.05 (+0.25%)
Updated
Apr 28 closing price
Net Assets
43.59B
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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$19.73
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets43.59B
American Funds 2040 Trgt Date Retire R2E
Price$19.85
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets43.59B
RAKTX vs RBEKX Comparison Chart
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RAKTX vs. RBEKX commentary
Apr 29, 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 (43.6B) and RBEKX (43.6B) have equal amount of cash in the bank . RBEKX pays higher dividends than RAKTX: RBEKX (0.87) 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 (5.91) and RAKTX (5.63) have marching annual gain over last year. RBEKX (38.71) and RAKTX (37.17) have equivalent 5 years return.
RAKTXRBEKXRAKTX / RBEKX
Total Expense Ratio1.451.16125%
Annual Report Gross Expense Ratio1.451.16125%
Fund Existence18 years11 years-
Gain YTD-0.854-0.800107%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets43.6B43.6B100%
Annual Yield % from dividends0.610.8770%
Returns for 1 year5.635.9195%
Returns for 3 years15.6216.4395%
Returns for 5 years37.1738.7196%
Returns for 10 years50.8050.75100%
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