RAKTX
Price
$21.77
Change
-$0.19 (-0.87%)
Updated
Aug 1 closing price
Net Assets
47.71B
TLZIX
Price
$31.88
Change
-$0.25 (-0.78%)
Updated
Aug 1 closing price
Net Assets
10.68B
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RAKTX vs TLZIX

Header iconRAKTX vs TLZIX Comparison
Open Charts RAKTX vs TLZIXBanner chart's image
American Funds 2040 Trgt Date Retire R1
Price$21.77
Change-$0.19 (-0.87%)
VolumeN/A
Net Assets47.71B
Nuveen Lifecycle Index 2040 R6
Price$31.88
Change-$0.25 (-0.78%)
VolumeN/A
Net Assets10.68B
RAKTX vs TLZIX Comparison Chart in %
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RAKTX vs. TLZIX commentary
Aug 03, 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 TLZIX is a Hold.

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FUNDAMENTALS
Fundamentals
RAKTX has more cash in the bank: 47.7B vs. TLZIX (10.7B). TLZIX pays higher dividends than RAKTX: TLZIX (2.10) vs RAKTX (0.55). RAKTX was incepted earlier than TLZIX: RAKTX (19 years) vs TLZIX (16 years). RAKTX (1.45) is less costly to investors than TLZIX (0.17). TLZIX is a more actively managed with annual turnover of: 9.00 vs. RAKTX (6.00). RAKTX has a lower initial minimum investment than TLZIX: RAKTX (250) vs TLZIX (1000000). TLZIX annual gain was more profitable for investors over the last year : 12.90 vs. RAKTX (11.45). TLZIX return over 5 years is better than : 56.28 vs. RAKTX (35.98).
RAKTXTLZIXRAKTX / TLZIX
Total Expense Ratio1.450.101,450%
Annual Report Gross Expense Ratio1.450.17853%
Fund Existence19 years16 years-
Gain YTD9.3978.880106%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets47.7B10.7B446%
Annual Yield % from dividends0.552.1026%
Returns for 1 year11.4512.9089%
Returns for 3 years30.5138.9978%
Returns for 5 years35.9856.2864%
Returns for 10 years68.04114.6459%
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