AADTX vs. ABALX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds American Balanced Fund Class A (ABALX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AADTX or ABALX.
Performance
AADTX vs. ABALX - Performance Comparison
Returns By Period
In the year-to-date period, AADTX achieves a 9.33% return, which is significantly lower than ABALX's 14.57% return. Over the past 10 years, AADTX has underperformed ABALX with an annualized return of 6.40%, while ABALX has yielded a comparatively higher 8.22% annualized return.
AADTX
9.33%
-0.99%
5.08%
14.90%
6.52%
6.40%
ABALX
14.57%
-0.38%
7.47%
20.71%
8.63%
8.22%
Key characteristics
| AADTX | ABALX | |
|---|---|---|
| Sharpe Ratio | 2.40 | 2.45 |
| Sortino Ratio | 3.50 | 3.47 |
| Omega Ratio | 1.45 | 1.46 |
| Calmar Ratio | 1.92 | 4.08 |
| Martin Ratio | 15.56 | 16.44 |
| Ulcer Index | 0.95% | 1.25% |
| Daily Std Dev | 6.15% | 8.38% |
| Max Drawdown | -47.37% | -39.31% |
| Current Drawdown | -1.67% | -1.79% |
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AADTX vs. ABALX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Correlation
The correlation between AADTX and ABALX is 0.96, 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
AADTX vs. ABALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds American Balanced Fund Class A (ABALX). 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
AADTX vs. ABALX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 2.16%, which matches ABALX's 2.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | 2.16% | 2.36% | 2.15% | 1.08% | 1.68% | 1.48% | 1.47% | 1.11% | 1.20% | 0.92% | 4.75% | 3.44% |
ABALX American Funds American Balanced Fund Class A | 2.16% | 2.36% | 1.69% | 1.20% | 1.32% | 1.91% | 2.10% | 1.79% | 1.77% | 2.47% | 8.09% | 1.54% |
Drawdowns
AADTX vs. ABALX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -47.37%, which is greater than ABALX's maximum drawdown of -39.31%. Use the drawdown chart below to compare losses from any high point for AADTX and ABALX. For additional features, visit the drawdowns tool.
Volatility
AADTX vs. ABALX - Volatility Comparison
The current volatility for American Funds 2025 Target Date Retirement Fund (AADTX) is 1.57%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 2.47%. This indicates that AADTX experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.