RBEKX
Price
$22.58
Change
+$0.30 (+1.35%)
Updated
Aug 22 closing price
Net Assets
48.96B
RCKTX
Price
$22.77
Change
+$0.30 (+1.34%)
Updated
Aug 22 closing price
Net Assets
48.96B
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RBEKX vs RCKTX

Header iconRBEKX vs RCKTX Comparison
Open Charts RBEKX vs RCKTXBanner chart's image
American Funds 2040 Trgt Date Retire R2E
Price$22.58
Change+$0.30 (+1.35%)
VolumeN/A
Net Assets48.96B
American Funds 2040 Trgt Date Retire R3
Price$22.77
Change+$0.30 (+1.34%)
VolumeN/A
Net Assets48.96B
RBEKX vs RCKTX Comparison Chart in %
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RBEKX vs. RCKTX commentary
Aug 25, 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 RCKTX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEKX (49B) and RCKTX (49B) have equal amount of cash in the bank . RCKTX pays higher dividends than RBEKX: RCKTX (0.88) vs RBEKX (0.78). RBEKX was incepted earlier than RCKTX: RBEKX (11 years) vs RCKTX (19 years). RBEKX (1.16) is less costly to investors than RCKTX (1.00). RBEKX (6.00) and RCKTX (6.00) have comparable annual turnover. RBEKX (250) and RCKTX (250) have matching initial minimum investment requirements. RCKTX (12.86) and RBEKX (12.67) have marching annual gain over last year. RCKTX (39.21) and RBEKX (38.34) have equivalent 5 years return.
RBEKXRCKTXRBEKX / RCKTX
Total Expense Ratio1.161.00116%
Annual Report Gross Expense Ratio1.161.00116%
Fund Existence11 years19 years-
Gain YTD12.84412.94699%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets49B49B100%
Annual Yield % from dividends0.780.8888%
Returns for 1 year12.6712.8699%
Returns for 3 years34.9235.4499%
Returns for 5 years38.3439.2198%
Returns for 10 years89.6393.2496%
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