RCHTX
Price
$23.62
Change
+$0.10 (+0.43%)
Updated
Sep 5 closing price
Net Assets
42.89B
SWYHX
Price
$20.55
Change
+$0.13 (+0.64%)
Updated
Sep 4 closing price
Net Assets
923.18M
Interact to see
Advertisement

RCHTX vs SWYHX

Header iconRCHTX vs SWYHX Comparison
Open Charts RCHTX vs SWYHXBanner chart's image
American Funds 2045 Trgt Date Retire R3
Price$23.62
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets42.89B
Schwab Target 2045 Index
Price$20.55
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets923.18M
RCHTX vs SWYHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
RCHTX vs. SWYHX commentary
Sep 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 RCHTX is a Hold and SWYHX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RCHTX has more cash in the bank: 42.9B vs. SWYHX (923M). SWYHX pays higher dividends than RCHTX: SWYHX (1.89) vs RCHTX (0.77). RCHTX was incepted earlier than SWYHX: RCHTX (19 years) vs SWYHX (9 years). RCHTX (1.01) is less costly to investors than SWYHX (0.13). SWYHX is a more actively managed with annual turnover of: 14.00 vs. RCHTX (5.00). SWYHX has a lower initial minimum investment than RCHTX: SWYHX (0) vs RCHTX (250). SWYHX (15.64) and RCHTX (15.14) have marching annual gain over last year. SWYHX return over 5 years is better than : 62.77 vs. RCHTX (40.67).
RCHTXSWYHXRCHTX / SWYHX
Total Expense Ratio1.010.081,263%
Annual Report Gross Expense Ratio1.010.13777%
Fund Existence19 years9 years-
Gain YTD13.99613.063107%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets42.9B923M4,648%
Annual Yield % from dividends0.771.8941%
Returns for 1 year15.1415.6497%
Returns for 3 years43.5653.1182%
Returns for 5 years40.6762.7765%
Returns for 10 years92.34N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ASHR31.580.71
+2.30%
Xtrackers Harvest CSI 300 China A ETF
PWRD91.810.07
+0.08%
TCW Transform Systems ETF
RZG54.17N/A
N/A
Invesco S&P SmallCap 600® Pure Gr ETF
HEWJ48.36-0.10
-0.21%
iShares Currency Hedged MSCI Japan ETF
TBX27.94-0.13
-0.47%
ProShares Short 7-10 Year Treasury