RAKTX
Price
$21.74
Change
+$0.09 (+0.42%)
Updated
Jun 27 closing price
Net Assets
47.77B
TLZIX
Price
$31.79
Change
+$0.12 (+0.38%)
Updated
Jun 27 closing price
Net Assets
10.55B
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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$21.74
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets47.77B
Nuveen Lifecycle Index 2040 R6
Price$31.79
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets10.55B
RAKTX vs TLZIX Comparison Chart in %
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RAKTX vs. TLZIX commentary
Jun 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 TLZIX is a Hold.

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FUNDAMENTALS
Fundamentals
RAKTX has more cash in the bank: 47.8B vs. TLZIX (10.6B). TLZIX pays higher dividends than RAKTX: TLZIX (2.20) vs RAKTX (0.58). RAKTX was incepted earlier than TLZIX: RAKTX (18 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 : 13.09 vs. RAKTX (11.63). TLZIX return over 5 years is better than : 66.10 vs. RAKTX (44.23).
RAKTXTLZIXRAKTX / TLZIX
Total Expense Ratio1.450.101,450%
Annual Report Gross Expense Ratio1.450.17853%
Fund Existence18 years16 years-
Gain YTD9.2468.572108%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets47.8B10.6B451%
Annual Yield % from dividends0.582.2026%
Returns for 1 year11.6313.0989%
Returns for 3 years35.7944.9180%
Returns for 5 years44.2366.1067%
Returns for 10 years69.22115.3160%
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