AABTX vs. PRFDX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and T. Rowe Price Equity Income Fund (PRFDX).
AABTX is managed by American Funds. It was launched on Jan 31, 2007. PRFDX is managed by T. Rowe Price. It was launched on Oct 31, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AABTX or PRFDX.
Performance
AABTX vs. PRFDX - Performance Comparison
Returns By Period
In the year-to-date period, AABTX achieves a 8.49% return, which is significantly lower than PRFDX's 16.84% return. Over the past 10 years, AABTX has underperformed PRFDX with an annualized return of 5.35%, while PRFDX has yielded a comparatively higher 8.89% annualized return.
AABTX
8.49%
-0.92%
5.13%
13.66%
5.47%
5.35%
PRFDX
16.84%
1.07%
6.68%
25.17%
10.31%
8.89%
Key characteristics
| AABTX | PRFDX | |
|---|---|---|
| Sharpe Ratio | 2.52 | 2.40 |
| Sortino Ratio | 3.69 | 3.38 |
| Omega Ratio | 1.49 | 1.44 |
| Calmar Ratio | 2.02 | 4.77 |
| Martin Ratio | 15.92 | 16.32 |
| Ulcer Index | 0.86% | 1.54% |
| Daily Std Dev | 5.41% | 10.43% |
| Max Drawdown | -42.44% | -58.12% |
| Current Drawdown | -1.60% | -0.92% |
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AABTX vs. PRFDX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than PRFDX's 0.63% expense ratio.
Correlation
The correlation between AABTX and PRFDX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
AABTX vs. PRFDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) and T. Rowe Price Equity Income Fund (PRFDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AABTX vs. PRFDX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 2.53%, more than PRFDX's 1.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 2.53% | 2.74% | 2.56% | 1.53% | 2.47% | 2.04% | 2.05% | 1.63% | 1.68% | 1.22% | 5.32% | 5.11% |
PRFDX T. Rowe Price Equity Income Fund | 1.86% | 2.09% | 2.13% | 1.75% | 2.18% | 2.37% | 2.67% | 2.01% | 2.32% | 2.28% | 2.01% | 1.64% |
Drawdowns
AABTX vs. PRFDX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -42.44%, smaller than the maximum PRFDX drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for AABTX and PRFDX. For additional features, visit the drawdowns tool.
Volatility
AABTX vs. PRFDX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 1.37%, while T. Rowe Price Equity Income Fund (PRFDX) has a volatility of 3.07%. This indicates that AABTX experiences smaller price fluctuations and is considered to be less risky than PRFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.