RBEKX
Price
$22.12
Change
+$0.13 (+0.59%)
Updated
Jul 3 closing price
Net Assets
48.07B
RBKTX
Price
$21.90
Change
+$0.13 (+0.60%)
Updated
Jul 3 closing price
Net Assets
48.07B
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RBEKX vs RBKTX

Header iconRBEKX vs RBKTX Comparison
Open Charts RBEKX vs RBKTXBanner chart's image
American Funds 2040 Trgt Date Retire R2E
Price$22.12
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets48.07B
American Funds 2040 Trgt Date Retire R2
Price$21.90
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets48.07B
RBEKX vs RBKTX Comparison Chart in %
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RBEKX vs. RBKTX commentary
Jul 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 RBEKX is a Hold and RBKTX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEKX (48.1B) and RBKTX (48.1B) have equal amount of cash in the bank . RBEKX pays higher dividends than RBKTX: RBEKX (0.78) vs RBKTX (0.53). RBEKX was incepted earlier than RBKTX: RBEKX (11 years) vs RBKTX (18 years). RBKTX (1.45) is less costly to investors than RBEKX (1.16). RBEKX (6.00) and RBKTX (6.00) have comparable annual turnover. RBEKX (250) and RBKTX (250) have matching initial minimum investment requirements. RBEKX (12.32) and RBKTX (11.97) have marching annual gain over last year. RBEKX (42.96) and RBKTX (41.36) have equivalent 5 years return.
RBEKXRBKTXRBEKX / RBKTX
Total Expense Ratio1.161.4580%
Annual Report Gross Expense Ratio1.161.4580%
Fund Existence11 years18 years-
Gain YTD10.54510.383102%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.1B48.1B100%
Annual Yield % from dividends0.780.53148%
Returns for 1 year12.3211.97103%
Returns for 3 years38.4237.53102%
Returns for 5 years42.9641.36104%
Returns for 10 years71.4370.93101%
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