AAFTX vs. VBIAX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
AAFTX is managed by American Funds. It was launched on Jan 31, 2007. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAFTX or VBIAX.
Performance
AAFTX vs. VBIAX - Performance Comparison
Returns By Period
In the year-to-date period, AAFTX achieves a 12.82% return, which is significantly lower than VBIAX's 14.80% return. Over the past 10 years, AAFTX has outperformed VBIAX with an annualized return of 8.42%, while VBIAX has yielded a comparatively lower 7.57% annualized return.
AAFTX
12.82%
-0.85%
5.94%
19.18%
8.98%
8.42%
VBIAX
14.80%
0.78%
8.72%
18.85%
7.51%
7.57%
Key characteristics
| AAFTX | VBIAX | |
|---|---|---|
| Sharpe Ratio | 2.27 | 2.16 |
| Sortino Ratio | 3.20 | 2.93 |
| Omega Ratio | 1.42 | 1.41 |
| Calmar Ratio | 2.31 | 1.83 |
| Martin Ratio | 15.05 | 13.00 |
| Ulcer Index | 1.26% | 1.44% |
| Daily Std Dev | 8.36% | 8.63% |
| Max Drawdown | -48.60% | -35.90% |
| Current Drawdown | -1.69% | -1.12% |
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AAFTX vs. VBIAX - Expense Ratio Comparison
AAFTX has a 0.33% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Correlation
The correlation between AAFTX and VBIAX is 0.95, 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.
Risk-Adjusted Performance
AAFTX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
Dividends
AAFTX vs. VBIAX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 1.53%, less than VBIAX's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 1.53% | 1.72% | 1.44% | 0.87% | 0.98% | 1.11% | 1.20% | 0.93% | 1.04% | 0.74% | 4.70% | 3.29% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.03% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Drawdowns
AAFTX vs. VBIAX - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -48.60%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for AAFTX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
AAFTX vs. VBIAX - Volatility Comparison
The current volatility for American Funds 2035 Target Date Retirement Fund (AAFTX) is 2.34%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 2.60%. This indicates that AAFTX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.