RBEKX
Price
$21.88
Change
+$0.09 (+0.41%)
Updated
Jun 27 closing price
Net Assets
47.77B
TLZIX
Price
$31.79
Change
+$0.12 (+0.38%)
Updated
Jun 27 closing price
Net Assets
10.55B
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RBEKX vs TLZIX

Header iconRBEKX vs TLZIX Comparison
Open Charts RBEKX vs TLZIXBanner chart's image
American Funds 2040 Trgt Date Retire R2E
Price$21.88
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets47.77B
Nuveen Lifecycle Index 2040 R6
Price$31.79
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets10.55B
RBEKX vs TLZIX Comparison Chart in %
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RBEKX vs. TLZIX commentary
Jun 29, 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 TLZIX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 47.8B vs. TLZIX (10.6B). TLZIX pays higher dividends than RBEKX: TLZIX (2.20) vs RBEKX (0.82). RBEKX was incepted earlier than TLZIX: RBEKX (11 years) vs TLZIX (16 years). RBEKX (1.16) is less costly to investors than TLZIX (0.17). TLZIX is a more actively managed with annual turnover of: 9.00 vs. RBEKX (6.00). RBEKX has a lower initial minimum investment than TLZIX: RBEKX (250) vs TLZIX (1000000). TLZIX annual gain was more profitable for investors over the last year : 13.09 vs. RBEKX (12.01). TLZIX return over 5 years is better than : 66.10 vs. RBEKX (45.93).
RBEKXTLZIXRBEKX / TLZIX
Total Expense Ratio1.160.101,160%
Annual Report Gross Expense Ratio1.160.17682%
Fund Existence11 years16 years-
Gain YTD9.3458.572109%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets47.8B10.6B451%
Annual Yield % from dividends0.822.2037%
Returns for 1 year12.0113.0992%
Returns for 3 years36.6744.9182%
Returns for 5 years45.9366.1069%
Returns for 10 years69.05115.3160%
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