RBEKX
Price
$22.07
Change
-$0.10 (-0.45%)
Updated
Jul 11 closing price
Net Assets
48.05B
TRRDX
Price
$33.15
Change
+$0.01 (+0.03%)
Updated
Jul 14 closing price
Net Assets
25.56B
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RBEKX vs TRRDX

Header iconRBEKX vs TRRDX Comparison
Open Charts RBEKX vs TRRDXBanner chart's image
American Funds 2040 Trgt Date Retire R2E
Price$22.07
Change-$0.10 (-0.45%)
VolumeN/A
Net Assets48.05B
T. Rowe Price Retirement 2040
Price$33.15
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets25.56B
RBEKX vs TRRDX Comparison Chart in %
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RBEKX vs. TRRDX commentary
Jul 15, 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 TRRDX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 48B vs. TRRDX (25.6B). TRRDX pays higher dividends than RBEKX: TRRDX (1.42) vs RBEKX (0.78). RBEKX was incepted earlier than TRRDX: RBEKX (11 years) vs TRRDX (23 years). RBEKX (1.16) is less costly to investors than TRRDX (0.60). TRRDX is a more actively managed with annual turnover of: 26.70 vs. RBEKX (6.00). RBEKX has a lower initial minimum investment than TRRDX: RBEKX (250) vs TRRDX (2500). RBEKX annual gain was more profitable for investors over the last year : 10.84 vs. TRRDX (9.08). RBEKX return over 5 years is better than : 40.42 vs. TRRDX (30.77).
RBEKXTRRDXRBEKX / TRRDX
Total Expense Ratio1.160.60193%
Annual Report Gross Expense Ratio1.160.60193%
Fund Existence11 years23 years-
Gain YTD10.2958.407122%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets48B25.6B188%
Annual Yield % from dividends0.781.4255%
Returns for 1 year10.849.08119%
Returns for 3 years39.3932.70120%
Returns for 5 years40.4230.77131%
Returns for 10 years67.8645.80148%
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