AAETX vs. ANCFX
Compare and contrast key facts about American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds Fundamental Investors Class A (ANCFX).
AAETX is managed by American Funds. It was launched on Jan 31, 2007. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AAETX vs. ANCFX - Performance Comparison
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AAETX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | -1.39% | 15.41% | 10.50% | 14.08% | -14.74% | 12.79% | 14.81% | 19.64% | -4.56% | 18.11% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, AAETX achieves a -1.39% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, AAETX has underperformed ANCFX with an annualized return of 8.52%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
AAETX
- 1D
- 1.60%
- 1M
- -4.11%
- YTD
- -1.39%
- 6M
- 0.48%
- 1Y
- 12.43%
- 3Y*
- 11.17%
- 5Y*
- 5.88%
- 10Y*
- 8.52%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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AAETX vs. ANCFX - Expense Ratio Comparison
AAETX has a 0.33% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AAETX vs. ANCFX — Risk / Return Rank
AAETX
ANCFX
AAETX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds Fundamental Investors Class A (ANCFX). 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.
| AAETX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.33 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.07 | 2.00 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.28 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.13 | -0.15 |
Martin ratioReturn relative to average drawdown | 8.41 | 9.34 | -0.93 |
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
| AAETX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.33 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.72 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.75 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.62 | -0.12 |
Correlation
The correlation between AAETX and ANCFX is 0.97, 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
AAETX vs. ANCFX - Dividend Comparison
AAETX's dividend yield for the trailing twelve months is around 6.42%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | 6.42% | 6.33% | 3.73% | 2.69% | 4.39% | 6.47% | 3.57% | 3.95% | 4.46% | 2.46% | 3.46% | 5.52% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AAETX vs. ANCFX - Drawdown Comparison
The maximum AAETX drawdown since its inception was -49.49%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AAETX and ANCFX.
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Drawdown Indicators
| AAETX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.49% | -53.29% | +3.80% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -11.35% | +4.82% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -25.07% | +4.06% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -33.93% | +11.56% |
Current DrawdownCurrent decline from peak | -4.56% | -8.02% | +3.46% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -7.34% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 2.59% | -1.05% |
Volatility
AAETX vs. ANCFX - Volatility Comparison
The current volatility for American Funds 2030 Target Date Retirement Fund (AAETX) is 3.47%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that AAETX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAETX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 6.04% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 11.03% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.10% | 18.13% | -9.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 16.72% | -7.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 17.67% | -7.01% |