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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | AADTX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | AADTX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | AADTX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | AADTX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | AADTX vs PLTZX |
Best Risk-Adjusted Alternatives to AADTX
AADTX has a PortfoliosLab risk / return rank of 56. There are 436 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | AADTX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | AADTX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | AADTX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | AADTX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | AADTX vs TDIFX |
Top Performing AADTX Alternatives (YTD)
AADTX is at 4.67% YTD. There are 544 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | AADTX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | AADTX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | AADTX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | AADTX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | AADTX vs FCTKX |
Lowest Volatility Alternatives to AADTX
AADTX has 6.31% 1-year volatility. There are 107 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | AADTX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | AADTX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | AADTX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | AADTX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | AADTX vs FIKFX |
Lowest Drawdown Alternatives to AADTX
AADTX has a 1-year max drawdown of -5.30%. There are 150 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | AADTX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | AADTX vs FRIMX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 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