RBKTX
Price
$22.82
Change
-$0.06 (-0.26%)
Updated
Sep 17 closing price
Net Assets
50.22B
TRRDX
Price
$34.69
Change
-$0.05 (-0.14%)
Updated
Sep 17 closing price
Net Assets
26.38B
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RBKTX vs TRRDX

Header iconRBKTX vs TRRDX Comparison
Open Charts RBKTX vs TRRDXBanner chart's image
American Funds 2040 Trgt Date Retire R2
Price$22.82
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets50.22B
T. Rowe Price Retirement 2040
Price$34.69
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets26.38B
RBKTX vs TRRDX Comparison Chart in %
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RBKTX vs. TRRDX commentary
Sep 19, 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 TRRDX is a Hold.

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FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 50.2B vs. TRRDX (26.4B). TRRDX pays higher dividends than RBKTX: TRRDX (1.38) vs RBKTX (0.52). RBKTX was incepted earlier than TRRDX: RBKTX (19 years) vs TRRDX (23 years). RBKTX (1.45) is less costly to investors than TRRDX (0.60). TRRDX is a more actively managed with annual turnover of: 14.90 vs. RBKTX (6.00). RBKTX has a lower initial minimum investment than TRRDX: RBKTX (250) vs TRRDX (2500). RBKTX annual gain was more profitable for investors over the last year : 13.22 vs. TRRDX (12.50). RBKTX return over 5 years is better than : 40.16 vs. TRRDX (31.34).
RBKTXTRRDXRBKTX / TRRDX
Total Expense Ratio1.450.60242%
Annual Report Gross Expense Ratio1.450.60242%
Fund Existence19 years23 years-
Gain YTD15.02013.477111%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets50.2B26.4B190%
Annual Yield % from dividends0.521.3838%
Returns for 1 year13.2212.50106%
Returns for 3 years43.2237.69115%
Returns for 5 years40.1631.34128%
Returns for 10 years87.0363.29138%
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