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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | AADTX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | AADTX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | AADTX vs LTRIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | AADTX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | AADTX vs PTDIX |
Best Risk-Adjusted Alternatives to AADTX
AADTX has a PortfoliosLab risk / return rank of 65. There are 409 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | AADTX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | AADTX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | AADTX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | AADTX vs DRILX | |
| Dimensional 2055 Target Date Retirement Income Fun... | 85 | — | Nov 2015 | AADTX vs DRIKX |
Top Performing AADTX Alternatives (YTD)
AADTX is at 5.17% YTD. There are 559 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | AADTX vs FDFPX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | AADTX vs FVTKX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.94% | — | Jun 2011 | AADTX vs FCTKX | |
| Fidelity Freedom Blend 2060 Fund | 13.91% | — | Aug 2018 | AADTX vs FHANX | |
| Fidelity Freedom Blend 2065 Fund | 13.89% | — | Jun 2019 | AADTX vs FFBSX |
Lowest Volatility Alternatives to AADTX
AADTX has 6.03% 1-year volatility. There are 144 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | AADTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | AADTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | AADTX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | AADTX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | AADTX vs FRIMX |
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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | AADTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | AADTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | AADTX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | AADTX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | AADTX vs FRKMX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
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.
Compare AADTX with Any Fund or Stock
Compare AADTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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