RHJTX
Price
$25.62
Change
+$0.06 (+0.23%)
Updated
Apr 28 closing price
Net Assets
24.14B
SWORX
Price
$17.02
Change
+$0.06 (+0.35%)
Updated
Apr 28 closing price
Net Assets
224.09M
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RHJTX vs SWORX

Header iconRHJTX vs SWORX Comparison
Open Charts RHJTX vs SWORXBanner chart's image
American Funds 2055 Trgt Date Retire R5E
Price$25.62
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets24.14B
Schwab Target 2055
Price$17.02
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets224.09M
RHJTX vs SWORX Comparison Chart
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RHJTX vs. SWORX commentary
Apr 29, 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 RHJTX is a Hold and SWORX is a Hold.

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FUNDAMENTALS
Fundamentals
RHJTX has more cash in the bank: 24.1B vs. SWORX (224M). SWORX pays higher dividends than RHJTX: SWORX (1.81) vs RHJTX (1.12). RHJTX was incepted earlier than SWORX: RHJTX (9 years) vs SWORX (12 years). SWORX (0.62) is less costly to investors than RHJTX (0.53). RHJTX is a more actively managed with annual turnover of: 5.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than RHJTX: SWORX (0) vs RHJTX (250). SWORX annual gain was more profitable for investors over the last year : 6.35 vs. RHJTX (5.79). SWORX return over 5 years is better than : 45.96 vs. RHJTX (42.84).
RHJTXSWORXRHJTX / SWORX
Total Expense Ratio0.530.5793%
Annual Report Gross Expense Ratio0.530.6285%
Fund Existence9 years12 years-
Gain YTD-1.499-1.166129%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets24.1B224M10,759%
Annual Yield % from dividends1.121.8162%
Returns for 1 year5.796.3591%
Returns for 3 years18.4014.38128%
Returns for 5 years42.8445.9693%
Returns for 10 yearsN/A46.78-
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