AADTX Alternatives & Similar Mutual Funds

American Funds 2025 Target Date Retirement Fund (AADTX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AADTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AADTX

AADTX charges 0.34% annually. There are 277 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	AADTX vs LTRIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	AADTX vs PTDIX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016	AADTX vs JIEHX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013	AADTX vs JRLVX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014	AADTX vs JLKYX

Best Risk-Adjusted Alternatives to AADTX

AADTX has a PortfoliosLab risk / return rank of 57. There are 539 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	87	—	Dec 2019	AADTX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	84	—	Dec 2007	AADTX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	AADTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	AADTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	AADTX vs FRHMX

Top Performing AADTX Alternatives (YTD)

AADTX is at 4.61% YTD. There are 605 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.

Symbol	Name	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	AADTX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	AADTX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	AADTX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	AADTX vs FIRVX
FVTKX	Fidelity Freedom 2060 Fund Class K6	14.76%	—	Aug 2014	AADTX vs FVTKX

Lowest Volatility Alternatives to AADTX

AADTX has 6.34% 1-year volatility. There are 122 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.58%	—	Nov 2015	AADTX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	AADTX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.31%	—	Oct 2009	AADTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.32%	—	Oct 2009	AADTX vs FFGZX
FIRMX	Fidelity Managed Retirement Income Fund	4.36%	—	Aug 2007	AADTX vs FIRMX

Lowest Drawdown Alternatives to AADTX

AADTX has a 1-year max drawdown of -5.30%. There are 166 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	AADTX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	AADTX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	AADTX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	AADTX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	—	Aug 2019	AADTX vs FRHMX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.39%	—	Jul 1975	AADTX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	AADTX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	AADTX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	AADTX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	AADTX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	AADTX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	AADTX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	AADTX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	AADTX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	AADTX vs AMCPX

Often Compared With AADTX

Investors most often compare AADTX with VTTVX, AAATX, AABTX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTTVX	Vanguard Target Retirement 2025 Fund	Diversified Portfolio, Target Retirement Date	70	6.37%	76.90B	Oct 2003	AADTX vs VTTVX
AAATX	American Funds 2010 Target Date Retirement Fund	Target Retirement Date	58	3.43%	—	Jan 2007	AADTX vs AAATX
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	58	3.89%	—	Jan 2007	AADTX vs AABTX
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	59	6.40%	—	Aug 2015	AADTX vs NDARX
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	42	6.69%	—	Feb 1950	AADTX vs AMRMX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	68	7.61%	115.40B	Jun 2006	AADTX vs VTHRX
AHITX	American Funds American High-Income Trust	High Yield Bonds	73	1.67%	—	Feb 1988	AADTX vs AHITX
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	11	0.86%	—	Nov 2021	AADTX vs VADGX
AACTX	American Funds 2020 Target Date Retirement Fund	Target Retirement Date	58	4.31%	—	Jan 2007	AADTX vs AACTX
TBLEX	T. Rowe Price Retirement Blend 2025 Fund	Target Retirement Date	68	6.76%	—	Jul 2021	AADTX vs TBLEX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	55	7.14%	—	May 2012	AADTX vs BLPAX
SWHRX	Schwab Target 2025 Fund	Target Retirement Date	55	4.71%	377.98M	Mar 2008	AADTX vs SWHRX
PDEJX	Prudential Day One 2025 Fund	Target Retirement Date	74	5.90%	—	Dec 2016	AADTX vs PDEJX
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	71	10.42%	121.70B	Oct 2003	AADTX vs VTIVX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	80	13.03%	—	Jul 1987	AADTX vs OIEJX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	83	5.04%	—	Sep 2014	AADTX vs SSFNX
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	70	9.51%	120.30B	Jun 2006	AADTX vs VFORX
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	47	6.02%	—	Feb 2008	AADTX vs LTIUX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	46	8.66%	—	Feb 2013	AADTX vs PLTZX
FFNOX	Fidelity Multi-Asset Index Fund	Diversified Portfolio	67	11.15%	—	Jun 1999	AADTX vs FFNOX

Compare AADTX with Any Fund or Stock

Compare AADTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair AADTX with funds that move differently

American Funds 2025 Target Date Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AADTX.

Explore AADTX Diversifiers

American Funds 2025 Target Date Retirement Fund (AADTX) Alternatives