AAETX vs. RGAGX
Compare and contrast key facts about American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
AAETX is managed by American Funds. It was launched on Jan 31, 2007. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AAETX vs. RGAGX - Performance Comparison
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AAETX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AAETX achieves a -1.39% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, AAETX has underperformed RGAGX with an annualized return of 8.52%, while RGAGX has yielded a comparatively higher 14.74% 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%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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AAETX vs. RGAGX - Expense Ratio Comparison
AAETX has a 0.33% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AAETX vs. RGAGX — Risk / Return Rank
AAETX
RGAGX
AAETX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.86 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.37 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.20 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.29 | +0.69 |
Martin ratioReturn relative to average drawdown | 8.41 | 4.90 | +3.51 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.86 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.46 | +0.15 |
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 | 0.80 | -0.30 |
Correlation
The correlation between AAETX and RGAGX is 0.94, 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. RGAGX - Dividend Comparison
AAETX's dividend yield for the trailing twelve months is around 6.42%, less than RGAGX's 11.95% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AAETX vs. RGAGX - Drawdown Comparison
The maximum AAETX drawdown since its inception was -49.49%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AAETX and RGAGX.
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Drawdown Indicators
| AAETX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.49% | -36.19% | -13.30% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -13.71% | +7.18% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -36.19% | +15.18% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -36.19% | +13.82% |
Current DrawdownCurrent decline from peak | -4.56% | -10.64% | +6.08% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -5.53% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 3.62% | -2.08% |
Volatility
AAETX vs. RGAGX - Volatility Comparison
The current volatility for American Funds 2030 Target Date Retirement Fund (AAETX) is 3.47%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that AAETX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAETX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 6.74% | -3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 12.12% | -6.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.10% | 21.00% | -11.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 20.23% | -10.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 19.64% | -8.98% |