FBGTX
Price
$22.84
Change
-$0.07 (-0.31%)
Updated
Jul 28 closing price
Net Assets
48.68B
RCKTX
Price
$22.49
Change
-$0.07 (-0.31%)
Updated
Jul 28 closing price
Net Assets
48.68B
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FBGTX vs RCKTX

Header iconFBGTX vs RCKTX Comparison
Open Charts FBGTX vs RCKTXBanner chart's image
American Funds 2040 Trgt Date Retire F2
Price$22.84
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets48.68B
American Funds 2040 Trgt Date Retire R3
Price$22.49
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets48.68B
FBGTX vs RCKTX Comparison Chart in %
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FBGTX vs. RCKTX commentary
Jul 30, 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 RCKTX is a Hold.

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FUNDAMENTALS
Fundamentals
FBGTX (48.7B) and RCKTX (48.7B) have equal amount of cash in the bank . FBGTX pays higher dividends than RCKTX: FBGTX (1.38) vs RCKTX (0.89). FBGTX was incepted earlier than RCKTX: FBGTX (11 years) vs RCKTX (19 years). RCKTX (1.00) is less costly to investors than FBGTX (0.44). FBGTX (6.00) and RCKTX (6.00) have comparable annual turnover. FBGTX (250) and RCKTX (250) have matching initial minimum investment requirements. FBGTX annual gain was more profitable for investors over the last year : 14.58 vs. RCKTX (13.87). FBGTX return over 5 years is better than : 42.69 vs. RCKTX (39.83).
FBGTXRCKTXFBGTX / RCKTX
Total Expense Ratio0.441.0044%
Annual Report Gross Expense Ratio0.441.0044%
Fund Existence11 years19 years-
Gain YTD11.90611.558103%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.7B48.7B100%
Annual Yield % from dividends1.380.89155%
Returns for 1 year14.5813.87105%
Returns for 3 years34.8233.16105%
Returns for 5 years42.6939.83107%
Returns for 10 years77.4973.40106%
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