AAGTX
Price
$22.50
Change
+$0.01 (+0.04%)
Updated
Jul 8 closing price
Net Assets
47.83B
FCGTX
Price
$22.58
Change
-$0.13 (-0.57%)
Updated
Jul 7 closing price
Net Assets
48.07B
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AAGTX vs FCGTX

Header iconAAGTX vs FCGTX Comparison
Open Charts AAGTX vs FCGTXBanner 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 F3
Price$22.58
Change-$0.13 (-0.57%)
VolumeN/A
Net Assets48.07B
AAGTX vs FCGTX Comparison Chart in %
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AAGTX vs. FCGTX 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 FCGTX is a Hold.

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FUNDAMENTALS
Fundamentals
FCGTX (48.1B) and AAGTX (47.8B) have equal amount of cash in the bank . FCGTX pays higher dividends than AAGTX: FCGTX (1.44) vs AAGTX (1.16). AAGTX was incepted earlier than FCGTX: AAGTX (18 years) vs FCGTX (8 years). AAGTX (0.68) is less costly to investors than FCGTX (0.36). AAGTX (6.00) and FCGTX (6.00) have comparable annual turnover. AAGTX has a lower initial minimum investment than FCGTX: AAGTX (250) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 13.23 vs. AAGTX (11.63). FCGTX return over 5 years is better than : 47.24 vs. AAGTX (43.56).
AAGTXFCGTXAAGTX / FCGTX
Total Expense Ratio0.680.36189%
Annual Report Gross Expense Ratio0.680.36189%
Fund Existence18 years8 years-
Gain YTD10.18610.99793%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets47.8B48.1B99%
Annual Yield % from dividends1.161.4480%
Returns for 1 year11.6313.2388%
Returns for 3 years38.0040.9593%
Returns for 5 years43.5647.2492%
Returns for 10 years75.38N/A-
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