RBEKX
Price
$20.70
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.41B
RFGTX
Price
$21.34
Change
-$0.04 (-0.19%)
Updated
May 23 closing price
Net Assets
45.41B
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RBEKX vs RFGTX

Header iconRBEKX vs RFGTX Comparison
Open Charts RBEKX vs RFGTXBanner 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 R6
Price$21.34
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets45.41B
RBEKX vs RFGTX Comparison Chart
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RBEKX vs. RFGTX 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 RFGTX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEKX (45.4B) and RFGTX (45.4B) have equal amount of cash in the bank . RFGTX pays higher dividends than RBEKX: RFGTX (1.58) vs RBEKX (0.86). RBEKX was incepted earlier than RFGTX: RBEKX (11 years) vs RFGTX (16 years). RBEKX (1.16) is less costly to investors than RFGTX (0.36). RBEKX (6.00) and RFGTX (6.00) have comparable annual turnover. RBEKX (250) and RFGTX (250) have matching initial minimum investment requirements. RFGTX annual gain was more profitable for investors over the last year : 8.19 vs. RBEKX (7.26). RFGTX return over 5 years is better than : 47.83 vs. RBEKX (43.37).
RBEKXRFGTXRBEKX / RFGTX
Total Expense Ratio1.160.36322%
Annual Report Gross Expense Ratio1.160.36322%
Fund Existence11 years16 years-
Gain YTD3.6483.98891%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets45.4B45.4B100%
Annual Yield % from dividends0.861.5854%
Returns for 1 year7.268.1989%
Returns for 3 years24.4426.8991%
Returns for 5 years43.3747.8391%
Returns for 10 years56.0163.5988%
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