RBKTX
Price
$19.66
Change
+$0.05 (+0.25%)
Updated
Apr 28 closing price
Net Assets
43.59B
TLZIX
Price
$29.28
Change
+$0.07 (+0.24%)
Updated
Apr 28 closing price
Net Assets
9.62B
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RBKTX vs TLZIX

Header iconRBKTX vs TLZIX Comparison
Open Charts RBKTX vs TLZIXBanner chart's image
American Funds 2040 Trgt Date Retire R2
Price$19.66
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets43.59B
Nuveen Lifecycle Index 2040 R6
Price$29.28
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets9.62B
RBKTX vs TLZIX Comparison Chart
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RBKTX vs. TLZIX commentary
Apr 30, 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 TLZIX is a Hold.

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FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 43.6B vs. TLZIX (9.62B). TLZIX pays higher dividends than RBKTX: TLZIX (2.30) vs RBKTX (0.59). RBKTX was incepted earlier than TLZIX: RBKTX (18 years) vs TLZIX (16 years). RBKTX (1.45) is less costly to investors than TLZIX (0.17). TLZIX is a more actively managed with annual turnover of: 9.00 vs. RBKTX (6.00). RBKTX has a lower initial minimum investment than TLZIX: RBKTX (250) vs TLZIX (1000000). TLZIX annual gain was more profitable for investors over the last year : 9.07 vs. RBKTX (5.56). TLZIX return over 5 years is better than : 58.16 vs. RBKTX (37.10).
RBKTXTLZIXRBKTX / TLZIX
Total Expense Ratio1.450.101,450%
Annual Report Gross Expense Ratio1.450.17853%
Fund Existence18 years16 years-
Gain YTD-0.907-0.239379%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets43.6B9.62B453%
Annual Yield % from dividends0.592.3026%
Returns for 1 year5.569.0761%
Returns for 3 years15.5925.6361%
Returns for 5 years37.1058.1664%
Returns for 10 years50.3393.7954%
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