Correlation
The correlation between AADTX and AMRMX is 0.93, 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.
AADTX vs. AMRMX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds American Mutual Fund Class A (AMRMX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AADTX or AMRMX.
Performance
AADTX vs. AMRMX - Performance Comparison
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Key characteristics
AADTX:
1.42
AMRMX:
1.01
AADTX:
1.84
AMRMX:
1.37
AADTX:
1.26
AMRMX:
1.20
AADTX:
1.60
AMRMX:
1.04
AADTX:
7.27
AMRMX:
4.31
AADTX:
1.42%
AMRMX:
3.13%
AADTX:
7.84%
AMRMX:
14.49%
AADTX:
-48.63%
AMRMX:
-48.55%
AADTX:
0.00%
AMRMX:
-1.32%
Returns By Period
The year-to-date returns for both stocks are quite close, with AADTX having a 4.77% return and AMRMX slightly lower at 4.73%. Over the past 10 years, AADTX has underperformed AMRMX with an annualized return of 6.48%, while AMRMX has yielded a comparatively higher 9.68% annualized return.
AADTX
4.77%
2.39%
2.75%
10.38%
6.78%
7.16%
6.48%
AMRMX
4.73%
4.18%
0.12%
13.15%
8.92%
12.32%
9.68%
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AADTX vs. AMRMX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is lower than AMRMX's 0.58% expense ratio.
Risk-Adjusted Performance
AADTX vs. AMRMX — Risk-Adjusted Performance Rank
AADTX
AMRMX
AADTX vs. AMRMX - 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 Mutual Fund Class A (AMRMX). 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.
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Dividends
AADTX vs. AMRMX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 4.95%, less than AMRMX's 6.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | 4.95% | 5.19% | 3.05% | 3.96% | 6.25% | 3.57% | 3.68% | 4.06% | 2.38% | 3.12% | 5.82% | 3.60% |
AMRMX American Funds American Mutual Fund Class A | 6.02% | 6.27% | 3.75% | 4.88% | 4.67% | 1.92% | 4.76% | 6.61% | 6.10% | 4.83% | 6.54% | 5.46% |
Drawdowns
AADTX vs. AMRMX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -48.63%, roughly equal to the maximum AMRMX drawdown of -48.55%. Use the drawdown chart below to compare losses from any high point for AADTX and AMRMX.
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Volatility
AADTX vs. AMRMX - Volatility Comparison
The current volatility for American Funds 2025 Target Date Retirement Fund (AADTX) is 1.78%, while American Funds American Mutual Fund Class A (AMRMX) has a volatility of 3.89%. This indicates that AADTX experiences smaller price fluctuations and is considered to be less risky than AMRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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