RHGTX
Price
$20.17
Change
+$0.09 (+0.45%)
Updated
Apr 25 closing price
Net Assets
43.59B
SWERX
Price
$17.84
Change
+$0.07 (+0.39%)
Updated
Apr 25 closing price
Net Assets
1.15B
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RHGTX vs SWERX

Header iconRHGTX vs SWERX Comparison
Open Charts RHGTX vs SWERXBanner chart's image
American Funds 2040 Trgt Date Retire R5E
Price$20.17
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets43.59B
Schwab Target 2040
Price$17.84
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets1.15B
RHGTX vs SWERX Comparison Chart
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RHGTX vs. SWERX commentary
Apr 28, 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 RHGTX is a Hold and SWERX is a Hold.

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FUNDAMENTALS
Fundamentals
RHGTX has more cash in the bank: 43.6B vs. SWERX (1.15B). SWERX pays higher dividends than RHGTX: SWERX (2.13) vs RHGTX (1.47). RHGTX was incepted earlier than SWERX: RHGTX (9 years) vs SWERX (20 years). SWERX (0.51) and RHGTX (0.50) have similar cost to investors . SWERX is a more actively managed with annual turnover of: 10.00 vs. RHGTX (6.00). SWERX has a lower initial minimum investment than RHGTX: SWERX (0) vs RHGTX (250). RHGTX annual gain was more profitable for investors over the last year : 7.12 vs. SWERX (6.15). RHGTX return over 5 years is better than : 46.12 vs. SWERX (37.85).
RHGTXSWERXRHGTX / SWERX
Total Expense Ratio0.500.50100%
Annual Report Gross Expense Ratio0.500.5198%
Fund Existence9 years20 years-
Gain YTD-0.836-0.613136%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets43.6B1.15B3,785%
Annual Yield % from dividends1.472.1369%
Returns for 1 year7.126.15116%
Returns for 3 years17.1910.95157%
Returns for 5 years46.1237.85122%
Returns for 10 yearsN/A20.64-
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