RAKTX
Price
$22.31
Change
-$0.11 (-0.49%)
Updated
Aug 25 closing price
Net Assets
48.74B
TLZIX
Price
$32.90
Change
-$0.17 (-0.51%)
Updated
Aug 25 closing price
Net Assets
11.04B
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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$22.31
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets48.74B
Nuveen Lifecycle Index 2040 R6
Price$32.90
Change-$0.17 (-0.51%)
VolumeN/A
Net Assets11.04B
RAKTX vs TLZIX Comparison Chart in %
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RAKTX vs. TLZIX commentary
Aug 27, 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: 48.7B vs. TLZIX (11B). 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: 12.00 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 : 13.23 vs. RAKTX (10.61). TLZIX return over 5 years is better than : 54.72 vs. RAKTX (33.36).
RAKTXTLZIXRAKTX / TLZIX
Total Expense Ratio1.450.101,450%
Annual Report Gross Expense Ratio1.450.17853%
Fund Existence19 years16 years-
Gain YTD12.11112.94494%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets48.7B11B443%
Annual Yield % from dividends0.552.1026%
Returns for 1 year10.6113.2380%
Returns for 3 years34.6245.5676%
Returns for 5 years33.3654.7261%
Returns for 10 years80.73133.8960%
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