FBGTX
Price
$22.91
Change
+$0.04 (+0.17%)
Updated
Jul 25 closing price
Net Assets
48.68B
NSFHX
Price
$8.24
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
8.02M
Interact to see
Advertisement

FBGTX vs NSFHX

Header iconFBGTX vs NSFHX Comparison
Open Charts FBGTX vs NSFHXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$22.91
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets48.68B
Natixis Target Retirement 2040 N
Price$8.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.02M
FBGTX vs NSFHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FBGTX vs. NSFHX commentary
Jul 27, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 48.7B vs. NSFHX (8.03M). 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 (1.20) 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 : 16.02 vs. NSFHX (-29.32). FBGTX return over 5 years is better than : 45.22 vs. NSFHX (-19.52).
FBGTXNSFHXFBGTX / NSFHX
Total Expense Ratio0.440.4892%
Annual Report Gross Expense Ratio0.441.2037%
Fund Existence11 years8 years-
Gain YTD12.249-30.300-40%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets48.7B8.03M606,854%
Annual Yield % from dividends1.381.5887%
Returns for 1 year16.02-29.32-55%
Returns for 3 years40.37-13.49-299%
Returns for 5 years45.22-19.52-232%
Returns for 10 years79.64N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MDYG90.281.09
+1.22%
SPDR® S&P 400 Mid Cap Growth ETF
SPYT18.330.05
+0.25%
Defiance S&P 500 Target Income ETF
IBTL20.320.04
+0.20%
iShares iBonds Dec 2031 Term Tr ETF
ITDH35.360.06
+0.18%
iShares LifePath Target Date 2060 ETF
ZJAN26.520.01
+0.02%
Innovator Equity Defined Protection ETF - 1 Yr January