RBKTX
Price
$21.77
Change
-$0.13 (-0.59%)
Updated
Jul 7 closing price
Net Assets
48.07B
RFGTX
Price
$22.68
Change
-$0.13 (-0.57%)
Updated
Jul 7 closing price
Net Assets
48.07B
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RBKTX vs RFGTX

Header iconRBKTX vs RFGTX Comparison
Open Charts RBKTX vs RFGTXBanner chart's image
American Funds 2040 Trgt Date Retire R2
Price$21.77
Change-$0.13 (-0.59%)
VolumeN/A
Net Assets48.07B
American Funds 2040 Trgt Date Retire R6
Price$22.68
Change-$0.13 (-0.57%)
VolumeN/A
Net Assets48.07B
RBKTX vs RFGTX Comparison Chart in %
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RBKTX vs. RFGTX commentary
Jul 08, 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 RBKTX is a Hold and RFGTX is a Hold.

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FUNDAMENTALS
Fundamentals
RBKTX (48.1B) and RFGTX (48.1B) have equal amount of cash in the bank . RFGTX pays higher dividends than RBKTX: RFGTX (1.44) vs RBKTX (0.53). RBKTX was incepted earlier than RFGTX: RBKTX (18 years) vs RFGTX (16 years). RBKTX (1.45) is less costly to investors than RFGTX (0.36). RBKTX (6.00) and RFGTX (6.00) have comparable annual turnover. RBKTX (250) and RFGTX (250) have matching initial minimum investment requirements. RFGTX annual gain was more profitable for investors over the last year : 11.98 vs. RBKTX (10.69). RFGTX return over 5 years is better than : 44.60 vs. RBKTX (38.67).
RBKTXRFGTXRBKTX / RFGTX
Total Expense Ratio1.450.36403%
Annual Report Gross Expense Ratio1.450.36403%
Fund Existence18 years16 years-
Gain YTD9.72810.31194%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.1B48.1B100%
Annual Yield % from dividends0.531.4437%
Returns for 1 year10.6911.9889%
Returns for 3 years35.4638.9991%
Returns for 5 years38.6744.6087%
Returns for 10 years69.1477.8389%
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