AAFTX vs. ANCFX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and American Funds Fundamental Investors Class A (ANCFX).
AAFTX 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
AAFTX vs. ANCFX - Performance Comparison
Loading graphics...
AAFTX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | -1.92% | 16.77% | 12.40% | 16.50% | -16.53% | 15.20% | 17.23% | 22.81% | -5.48% | 20.68% |
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, AAFTX achieves a -1.92% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, AAFTX has underperformed ANCFX with an annualized return of 9.73%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
AAFTX
- 1D
- 1.89%
- 1M
- -4.70%
- YTD
- -1.92%
- 6M
- 0.05%
- 1Y
- 13.81%
- 3Y*
- 12.60%
- 5Y*
- 6.63%
- 10Y*
- 9.73%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AAFTX vs. ANCFX - Expense Ratio Comparison
AAFTX has a 0.33% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AAFTX vs. ANCFX — Risk / Return Rank
AAFTX
ANCFX
AAFTX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) 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.
| AAFTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.33 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.00 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.13 | -0.22 |
Martin ratioReturn relative to average drawdown | 8.22 | 9.34 | -1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AAFTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.33 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.72 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.75 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.12 |
Correlation
The correlation between AAFTX 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
AAFTX vs. ANCFX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 6.10%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 6.10% | 5.99% | 4.26% | 2.61% | 5.43% | 5.25% | 3.53% | 4.21% | 4.80% | 2.38% | 3.52% | 5.63% |
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
AAFTX vs. ANCFX - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -49.89%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AAFTX and ANCFX.
Loading graphics...
Drawdown Indicators
| AAFTX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -53.29% | +3.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -11.35% | +3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -23.31% | -25.07% | +1.76% |
Max Drawdown (10Y)Largest decline over 10 years | -26.72% | -33.93% | +7.21% |
Current DrawdownCurrent decline from peak | -5.23% | -8.02% | +2.79% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -7.34% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.59% | -0.84% |
Volatility
AAFTX vs. ANCFX - Volatility Comparison
The current volatility for American Funds 2035 Target Date Retirement Fund (AAFTX) is 4.03%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that AAFTX 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.
Loading graphics...
Volatility by Period
| AAFTX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 6.04% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 11.03% | -4.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 18.13% | -7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.43% | 16.72% | -5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.71% | 17.67% | -4.96% |