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.
Performance
AADTX vs. AMRMX - Performance Comparison
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AADTX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | -0.68% | 14.20% | 8.97% | 11.57% | -13.04% | 11.12% | 13.33% | 17.35% | -3.74% | 14.95% |
AMRMX American Funds American Mutual Fund Class A | -1.34% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
Returns By Period
In the year-to-date period, AADTX achieves a -0.68% return, which is significantly higher than AMRMX's -1.34% return. Over the past 10 years, AADTX has underperformed AMRMX with an annualized return of 7.49%, while AMRMX has yielded a comparatively higher 10.65% annualized return.
AADTX
- 1D
- 1.27%
- 1M
- -3.57%
- YTD
- -0.68%
- 6M
- 1.04%
- 1Y
- 10.92%
- 3Y*
- 9.98%
- 5Y*
- 5.26%
- 10Y*
- 7.49%
AMRMX
- 1D
- 1.86%
- 1M
- -6.04%
- YTD
- -1.34%
- 6M
- -0.16%
- 1Y
- 11.67%
- 3Y*
- 12.66%
- 5Y*
- 9.60%
- 10Y*
- 10.65%
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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.
Return for Risk
AADTX vs. AMRMX — Risk / Return Rank
AADTX
AMRMX
AADTX vs. AMRMX - Risk-Adjusted Trends 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.
| AADTX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 0.86 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.28 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.25 | +0.87 |
Martin ratioReturn relative to average drawdown | 8.72 | 5.35 | +3.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AADTX | AMRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 0.86 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.77 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.76 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.70 | -0.22 |
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.
Dividends
AADTX vs. AMRMX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 7.43%, less than AMRMX's 7.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | 7.43% | 7.38% | 5.18% | 3.05% | 3.96% | 6.24% | 3.58% | 3.68% | 4.06% | 2.38% | 3.12% | 5.82% |
AMRMX American Funds American Mutual Fund Class A | 7.68% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
Drawdowns
AADTX vs. AMRMX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -48.80%, roughly equal to the maximum AMRMX drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for AADTX and AMRMX.
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Drawdown Indicators
| AADTX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.80% | -48.75% | -0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -5.43% | -10.24% | +4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -15.31% | -3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -19.24% | -29.81% | +10.57% |
Current DrawdownCurrent decline from peak | -3.92% | -6.21% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -4.98% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.32% | 2.38% | -1.06% |
Volatility
AADTX vs. AMRMX - Volatility Comparison
The current volatility for American Funds 2025 Target Date Retirement Fund (AADTX) is 2.97%, while American Funds American Mutual Fund Class A (AMRMX) has a volatility of 4.03%. 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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Volatility by Period
| AADTX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 4.03% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 4.62% | 7.55% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.44% | 13.90% | -6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 12.50% | -4.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.93% | 14.11% | -5.18% |