RBEKX
Price
$20.70
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.41B
RCKTX
Price
$20.87
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.41B
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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$20.70
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.41B
American Funds 2040 Trgt Date Retire R3
Price$20.87
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.41B
RBEKX vs RCKTX Comparison Chart
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RBEKX vs. RCKTX commentary
May 24, 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 (45.4B) and RCKTX (45.4B) have equal amount of cash in the bank . RCKTX pays higher dividends than RBEKX: RCKTX (0.98) vs RBEKX (0.86). RBEKX was incepted earlier than RCKTX: RBEKX (11 years) vs RCKTX (18 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 (7.43) and RBEKX (7.26) have marching annual gain over last year. RCKTX (44.23) and RBEKX (43.37) have equivalent 5 years return.
RBEKXRCKTXRBEKX / RCKTX
Total Expense Ratio1.161.00116%
Annual Report Gross Expense Ratio1.161.00116%
Fund Existence11 years18 years-
Gain YTD3.6483.72098%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets45.4B45.4B100%
Annual Yield % from dividends0.860.9888%
Returns for 1 year7.267.4398%
Returns for 3 years24.4424.9698%
Returns for 5 years43.3744.2398%
Returns for 10 years56.0158.8395%
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