NSFHX
Price
$12.45
Change
-$0.12 (-0.95%)
Updated
Jun 13 closing price
Net Assets
22.48M
RAKTX
Price
$21.16
Change
-$0.21 (-0.98%)
Updated
Jun 13 closing price
Net Assets
47.05B
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NSFHX vs RAKTX

Header iconNSFHX vs RAKTX Comparison
Open Charts NSFHX vs RAKTXBanner chart's image
Natixis Target Retirement 2040 N
Price$12.45
Change-$0.12 (-0.95%)
VolumeN/A
Net Assets22.48M
American Funds 2040 Trgt Date Retire R1
Price$21.16
Change-$0.21 (-0.98%)
VolumeN/A
Net Assets47.05B
NSFHX vs RAKTX Comparison Chart
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NSFHX vs. RAKTX commentary
Jun 15, 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 NSFHX is a Buy and RAKTX is a Hold.

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FUNDAMENTALS
Fundamentals
RAKTX has more cash in the bank: 47.1B vs. NSFHX (22.5M). NSFHX pays higher dividends than RAKTX: NSFHX (1.64) vs RAKTX (0.58). NSFHX was incepted earlier than RAKTX: NSFHX (8 years) vs RAKTX (18 years). NSFHX (1.50) and RAKTX (1.45) have similar cost to investors . NSFHX is a more actively managed with annual turnover of: 24.00 vs. RAKTX (6.00). RAKTX has a lower initial minimum investment than NSFHX: RAKTX (250) vs NSFHX (1000000). RAKTX annual gain was more profitable for investors over the last year : 8.93 vs. NSFHX (4.63). RAKTX return over 5 years is better than : 40.65 vs. NSFHX (25.09).
NSFHXRAKTXNSFHX / RAKTX
Total Expense Ratio0.541.4537%
Annual Report Gross Expense Ratio1.501.45103%
Fund Existence8 years18 years-
Gain YTD2.4246.33238%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.5M47.1B0%
Annual Yield % from dividends1.640.58283%
Returns for 1 year4.638.9352%
Returns for 3 years33.0134.5795%
Returns for 5 years25.0940.6562%
Returns for 10 yearsN/A62.59-
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