American Funds 2025 Target Date Retirement Fund Class F-1 (FAPTX) 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 FAPTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FAPTX
FAPTX charges 0.67% annually. There are 511 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 2035 Fund | 0.01% | — | Feb 2008 | FAPTX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | FAPTX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FAPTX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FAPTX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FAPTX vs PPLIX |
Best Risk-Adjusted Alternatives to FAPTX
FAPTX has a PortfoliosLab risk / return rank of 58. There are 448 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | FAPTX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | FAPTX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | FAPTX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | FAPTX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | FAPTX vs FRAMX |
Top Performing FAPTX Alternatives (YTD)
FAPTX is at 5.09% YTD. There are 546 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | FAPTX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FAPTX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FAPTX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FAPTX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | FAPTX vs FVTKX |
Lowest Volatility Alternatives to FAPTX
FAPTX has 6.33% 1-year volatility. There are 119 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | FAPTX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | FAPTX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | FAPTX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | FAPTX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | FAPTX vs FIKFX |
Lowest Drawdown Alternatives to FAPTX
FAPTX has a 1-year max drawdown of -5.35%. There are 165 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 | FAPTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FAPTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FAPTX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FAPTX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | FAPTX 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.
Often Compared With FAPTX
Investors most often compare FAPTX with VTTVX, DRIJX, FCTKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FAPTX with Any Fund or Stock
Compare FAPTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FAPTX with funds that move differently
American Funds 2025 Target Date Retirement Fund Class F-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAPTX.
Explore FAPTX Diversifiers