AAGTX
Price
$22.50
Change
+$0.01 (+0.04%)
Updated
Jul 8 closing price
Net Assets
47.83B
RBEKX
Price
$21.99
Change
+$0.01 (+0.05%)
Updated
Jul 8 closing price
Net Assets
47.83B
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AAGTX vs RBEKX

Header iconAAGTX vs RBEKX Comparison
Open Charts AAGTX vs RBEKXBanner 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 R2E
Price$21.99
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets47.83B
AAGTX vs RBEKX Comparison Chart in %
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AAGTX vs. RBEKX 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 RBEKX is a Hold.

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FUNDAMENTALS
Fundamentals
AAGTX (47.8B) and RBEKX (47.8B) have equal amount of cash in the bank . AAGTX pays higher dividends than RBEKX: AAGTX (1.16) vs RBEKX (0.78). AAGTX was incepted earlier than RBEKX: AAGTX (18 years) vs RBEKX (11 years). RBEKX (1.16) is less costly to investors than AAGTX (0.68). AAGTX (6.00) and RBEKX (6.00) have comparable annual turnover. AAGTX (250) and RBEKX (250) have matching initial minimum investment requirements. AAGTX annual gain was more profitable for investors over the last year : 11.63 vs. RBEKX (11.05). AAGTX return over 5 years is better than : 43.56 vs. RBEKX (40.20).
AAGTXRBEKXAAGTX / RBEKX
Total Expense Ratio0.681.1659%
Annual Report Gross Expense Ratio0.681.1659%
Fund Existence18 years11 years-
Gain YTD10.1869.845103%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets47.8B47.8B100%
Annual Yield % from dividends1.160.78148%
Returns for 1 year11.6311.05105%
Returns for 3 years38.0036.37104%
Returns for 5 years43.5640.20108%
Returns for 10 years75.3869.44109%
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