AAGTX
Price
$22.50
Change
+$0.01 (+0.04%)
Updated
Jul 8 closing price
Net Assets
47.83B
FBGTX
Price
$22.51
Change
-$0.13 (-0.57%)
Updated
Jul 7 closing price
Net Assets
48.07B
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AAGTX vs FBGTX

Header iconAAGTX vs FBGTX Comparison
Open Charts AAGTX vs FBGTXBanner chart's image
American Funds 2040 Trgt Date Retire A
Price$22.50
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets47.83B
American Funds 2040 Trgt Date Retire F2
Price$22.51
Change-$0.13 (-0.57%)
VolumeN/A
Net Assets48.07B
AAGTX vs FBGTX Comparison Chart in %
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AAGTX vs. FBGTX commentary
Jul 09, 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 AAGTX is a Hold and FBGTX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX (48.1B) and AAGTX (47.8B) have equal amount of cash in the bank . FBGTX pays higher dividends than AAGTX: FBGTX (1.38) vs AAGTX (1.16). AAGTX was incepted earlier than FBGTX: AAGTX (18 years) vs FBGTX (11 years). AAGTX (0.68) is less costly to investors than FBGTX (0.44). AAGTX (6.00) and FBGTX (6.00) have comparable annual turnover. AAGTX (250) and FBGTX (250) have matching initial minimum investment requirements. FBGTX annual gain was more profitable for investors over the last year : 13.13 vs. AAGTX (11.58). FBGTX return over 5 years is better than : 46.80 vs. AAGTX (42.79).
AAGTXFBGTXAAGTX / FBGTX
Total Expense Ratio0.680.44155%
Annual Report Gross Expense Ratio0.680.44155%
Fund Existence18 years11 years-
Gain YTD10.13710.92693%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets47.8B48.1B99%
Annual Yield % from dividends1.161.3884%
Returns for 1 year11.5813.1388%
Returns for 3 years37.9440.7193%
Returns for 5 years42.7946.8091%
Returns for 10 years75.3078.5996%
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