RCKTX
Price
$23.31
Change
+$0.09 (+0.39%)
Updated
Sep 15 closing price
Net Assets
49.98B
RFGTX
Price
$23.88
Change
+$0.10 (+0.42%)
Updated
Sep 15 closing price
Net Assets
49.98B
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RCKTX vs RFGTX

Header iconRCKTX vs RFGTX Comparison
Open Charts RCKTX vs RFGTXBanner chart's image
American Funds 2040 Trgt Date Retire R3
Price$23.31
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets49.98B
American Funds 2040 Trgt Date Retire R6
Price$23.88
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets49.98B
RCKTX vs RFGTX Comparison Chart in %
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RCKTX vs. RFGTX commentary
Sep 16, 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 RCKTX is a Hold and RFGTX is a Hold.

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FUNDAMENTALS
Fundamentals
RCKTX (50B) and RFGTX (50B) have equal amount of cash in the bank . RFGTX pays higher dividends than RCKTX: RFGTX (1.40) vs RCKTX (0.87). RCKTX was incepted earlier than RFGTX: RCKTX (19 years) vs RFGTX (16 years). RCKTX (1.00) is less costly to investors than RFGTX (0.36). RCKTX (6.00) and RFGTX (6.00) have comparable annual turnover. RCKTX (250) and RFGTX (250) have matching initial minimum investment requirements. RFGTX annual gain was more profitable for investors over the last year : 14.62 vs. RCKTX (13.86). RFGTX return over 5 years is better than : 44.24 vs. RCKTX (40.79).
RCKTXRFGTXRCKTX / RFGTX
Total Expense Ratio1.000.36278%
Annual Report Gross Expense Ratio1.000.36278%
Fund Existence19 years16 years-
Gain YTD15.17915.66197%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets50B50B100%
Annual Yield % from dividends0.871.4062%
Returns for 1 year13.8614.6295%
Returns for 3 years44.5146.6995%
Returns for 5 years40.7944.2492%
Returns for 10 years90.6196.3094%
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