RBDTX
Price
$15.67
Change
-$0.01 (-0.06%)
Updated
Jun 25 closing price
Net Assets
32.72B
SWHRX
Price
$15.05
Change
-$0.02 (-0.13%)
Updated
Jun 25 closing price
Net Assets
418.88M
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RBDTX vs SWHRX

Header iconRBDTX vs SWHRX Comparison
Open Charts RBDTX vs SWHRXBanner chart's image
American Funds 2025 Trgt Date Retire R2
Price$15.67
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets32.72B
Schwab Target 2025
Price$15.05
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets418.88M
RBDTX vs SWHRX Comparison Chart in %
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RBDTX vs. SWHRX commentary
Jun 26, 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 RBDTX is a Hold and SWHRX is a Hold.

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FUNDAMENTALS
Fundamentals
RBDTX has more cash in the bank: 32.7B vs. SWHRX (419M). SWHRX pays higher dividends than RBDTX: SWHRX (2.93) vs RBDTX (1.72). RBDTX was incepted earlier than SWHRX: RBDTX (18 years) vs SWHRX (17 years). RBDTX (1.40) is less costly to investors than SWHRX (0.34). SWHRX is a more actively managed with annual turnover of: 12.00 vs. RBDTX (10.00). SWHRX has a lower initial minimum investment than RBDTX: SWHRX (0) vs RBDTX (250). RBDTX annual gain was more profitable for investors over the last year : 6.97 vs. SWHRX (4.06). RBDTX return over 5 years is better than : 20.45 vs. SWHRX (18.53).
RBDTXSWHRXRBDTX / SWHRX
Total Expense Ratio1.400.32438%
Annual Report Gross Expense Ratio1.400.34412%
Fund Existence18 years17 years-
Gain YTD6.3095.385117%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.7B419M7,804%
Annual Yield % from dividends1.722.9359%
Returns for 1 year6.974.06172%
Returns for 3 years19.4315.79123%
Returns for 5 years20.4518.53110%
Returns for 10 years33.6825.14134%
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