AAGTX vs. ANCFX
Compare and contrast key facts about American Funds 2040 Target Date Retirement Fund (AAGTX) and American Funds Fundamental Investors Class A (ANCFX).
AAGTX 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
AAGTX vs. ANCFX - Performance Comparison
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AAGTX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | -2.57% | 19.16% | 14.37% | 18.95% | -17.80% | 16.51% | 18.41% | 23.94% | -5.86% | 21.63% |
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, AAGTX achieves a -2.57% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, AAGTX has underperformed ANCFX with an annualized return of 10.53%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
AAGTX
- 1D
- 2.33%
- 1M
- -5.61%
- YTD
- -2.57%
- 6M
- -0.22%
- 1Y
- 16.61%
- 3Y*
- 14.37%
- 5Y*
- 7.55%
- 10Y*
- 10.53%
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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AAGTX vs. ANCFX - Expense Ratio Comparison
AAGTX has a 0.33% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AAGTX vs. ANCFX — Risk / Return Rank
AAGTX
ANCFX
AAGTX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2040 Target Date Retirement Fund (AAGTX) 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.
| AAGTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.33 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.00 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.13 | -0.28 |
Martin ratioReturn relative to average drawdown | 8.15 | 9.34 | -1.20 |
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
| AAGTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.33 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.72 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.11 |
Correlation
The correlation between AAGTX and ANCFX is 0.98, 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
AAGTX vs. ANCFX - Dividend Comparison
AAGTX's dividend yield for the trailing twelve months is around 6.11%, less than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | 6.11% | 5.95% | 3.50% | 2.51% | 6.40% | 4.94% | 3.26% | 4.29% | 4.94% | 2.42% | 3.59% | 5.12% |
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
AAGTX vs. ANCFX - Drawdown Comparison
The maximum AAGTX drawdown since its inception was -50.03%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AAGTX and ANCFX.
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Drawdown Indicators
| AAGTX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.03% | -53.29% | +3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -9.25% | -11.35% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -25.07% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -28.54% | -33.93% | +5.39% |
Current DrawdownCurrent decline from peak | -6.28% | -8.02% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -7.34% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.59% | -0.49% |
Volatility
AAGTX vs. ANCFX - Volatility Comparison
The current volatility for American Funds 2040 Target Date Retirement Fund (AAGTX) is 4.78%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that AAGTX 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
| AAGTX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 6.04% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 11.03% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.35% | 18.13% | -4.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 16.72% | -3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.09% | 17.67% | -3.58% |