RAKTX
Price
$21.17
Change
+$0.08 (+0.38%)
Updated
Jun 6 closing price
Net Assets
46.4B
TLZIX
Price
$31.06
Change
+$0.16 (+0.52%)
Updated
Jun 6 closing price
Net Assets
10.29B
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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$21.17
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets46.4B
Nuveen Lifecycle Index 2040 R6
Price$31.06
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets10.29B
RAKTX vs TLZIX Comparison Chart
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RAKTX vs. TLZIX commentary
Jun 07, 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: 46.4B vs. TLZIX (10.3B). 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 : 10.65 vs. RAKTX (9.72). TLZIX return over 5 years is better than : 55.04 vs. RAKTX (35.74).
RAKTXTLZIXRAKTX / TLZIX
Total Expense Ratio1.450.101,450%
Annual Report Gross Expense Ratio1.450.17853%
Fund Existence18 years16 years-
Gain YTD6.3825.533115%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets46.4B10.3B450%
Annual Yield % from dividends0.582.2026%
Returns for 1 year9.7210.6591%
Returns for 3 years22.7831.7172%
Returns for 5 years35.7455.0465%
Returns for 10 years63.90108.2959%
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