RAKTX
Price
$21.97
Change
+$0.12 (+0.55%)
Updated
Jul 3 closing price
Net Assets
48.07B
RBEKX
Price
$22.12
Change
+$0.13 (+0.59%)
Updated
Jul 3 closing price
Net Assets
48.07B
Interact to see
Advertisement

RAKTX vs RBEKX

Header iconRAKTX vs RBEKX Comparison
Open Charts RAKTX vs RBEKXBanner chart's image
American Funds 2040 Trgt Date Retire R1
Price$21.97
Change+$0.12 (+0.55%)
VolumeN/A
Net Assets48.07B
American Funds 2040 Trgt Date Retire R2E
Price$22.12
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets48.07B
RAKTX vs RBEKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
RAKTX vs. RBEKX commentary
Jul 08, 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 RAKTX is a Hold and RBEKX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RAKTX (48.1B) and RBEKX (48.1B) have equal amount of cash in the bank . RBEKX pays higher dividends than RAKTX: RBEKX (0.78) vs RAKTX (0.55). RAKTX was incepted earlier than RBEKX: RAKTX (18 years) vs RBEKX (11 years). RAKTX (1.45) is less costly to investors than RBEKX (1.16). RAKTX (6.00) and RBEKX (6.00) have comparable annual turnover. RAKTX (250) and RBEKX (250) have matching initial minimum investment requirements. RBEKX (12.32) and RAKTX (11.96) have marching annual gain over last year. RBEKX (42.96) and RAKTX (41.32) have equivalent 5 years return.
RAKTXRBEKXRAKTX / RBEKX
Total Expense Ratio1.451.16125%
Annual Report Gross Expense Ratio1.451.16125%
Fund Existence18 years11 years-
Gain YTD10.40210.54599%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.1B48.1B100%
Annual Yield % from dividends0.550.7870%
Returns for 1 year11.9612.3297%
Returns for 3 years37.4838.4298%
Returns for 5 years41.3242.9696%
Returns for 10 years71.5471.43100%
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 %
PJFV75.291.99
+2.71%
PGIM Jennison Focused Value ETF
VNLA49.02-0.02
-0.04%
Janus Henderson Short Duration Inc ETF
HYBI50.57-0.05
-0.10%
NEOS Enhanced Income Credit Select ETF
HTAB18.69-0.03
-0.19%
Hartford Schroders Tax-Aware Bond ETF
CHN14.70-0.08
-0.54%
China Fund