FBGTX
Price
$22.64
Change
+$0.13 (+0.58%)
Updated
Jul 3 closing price
Net Assets
48.07B
NSFHX
Price
$12.81
Change
+$0.02 (+0.16%)
Updated
Jul 3 closing price
Net Assets
14.24M
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FBGTX vs NSFHX

Header iconFBGTX vs NSFHX Comparison
Open Charts FBGTX vs NSFHXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$22.64
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets48.07B
Natixis Target Retirement 2040 N
Price$12.81
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets14.24M
FBGTX vs NSFHX Comparison Chart in %
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FBGTX vs. NSFHX commentary
Jul 07, 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 FBGTX is a Hold and NSFHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 48.1B vs. NSFHX (14.2M). NSFHX pays higher dividends than FBGTX: NSFHX (1.58) vs FBGTX (1.38). FBGTX was incepted earlier than NSFHX: FBGTX (11 years) vs NSFHX (8 years). NSFHX (1.50) is less costly to investors than FBGTX (0.44). NSFHX is a more actively managed with annual turnover of: 24.00 vs. FBGTX (6.00). FBGTX has a lower initial minimum investment than NSFHX: FBGTX (250) vs NSFHX (1000000). FBGTX annual gain was more profitable for investors over the last year : 13.13 vs. NSFHX (6.60). FBGTX return over 5 years is better than : 46.80 vs. NSFHX (25.85).
FBGTXNSFHXFBGTX / NSFHX
Total Expense Ratio0.440.5481%
Annual Report Gross Expense Ratio0.441.5029%
Fund Existence11 years8 years-
Gain YTD10.9265.385203%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets48.1B14.2M338,732%
Annual Yield % from dividends1.381.5887%
Returns for 1 year13.136.60199%
Returns for 3 years40.7134.10119%
Returns for 5 years46.8025.85181%
Returns for 10 years78.59N/A-
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