AAGTX vs. SWPPX
Compare and contrast key facts about American Funds 2040 Target Date Retirement Fund (AAGTX) and Schwab S&P 500 Index Fund (SWPPX).
AAGTX is managed by American Funds. It was launched on Jan 31, 2007. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAGTX or SWPPX.
Correlation
The correlation between AAGTX and SWPPX is 0.96, 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.
Performance
AAGTX vs. SWPPX - Performance Comparison
Key characteristics
AAGTX:
1.65
SWPPX:
2.10
AAGTX:
2.25
SWPPX:
2.80
AAGTX:
1.30
SWPPX:
1.39
AAGTX:
2.80
SWPPX:
3.12
AAGTX:
10.75
SWPPX:
13.52
AAGTX:
1.56%
SWPPX:
1.95%
AAGTX:
10.15%
SWPPX:
12.59%
AAGTX:
-48.78%
SWPPX:
-55.06%
AAGTX:
-2.89%
SWPPX:
-3.72%
Returns By Period
In the year-to-date period, AAGTX achieves a 14.78% return, which is significantly lower than SWPPX's 24.49% return. Over the past 10 years, AAGTX has underperformed SWPPX with an annualized return of 9.10%, while SWPPX has yielded a comparatively higher 12.92% annualized return.
AAGTX
14.78%
-0.00%
5.26%
15.62%
9.21%
9.10%
SWPPX
24.49%
-1.37%
7.94%
24.91%
14.50%
12.92%
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AAGTX vs. SWPPX - Expense Ratio Comparison
AAGTX has a 0.33% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
AAGTX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2040 Target Date Retirement Fund (AAGTX) and Schwab S&P 500 Index Fund (SWPPX). 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
AAGTX vs. SWPPX - Dividend Comparison
AAGTX's dividend yield for the trailing twelve months is around 1.28%, while SWPPX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | 0.00% | 1.47% | 1.08% | 0.77% | 0.78% | 1.01% | 1.09% | 0.89% | 1.00% | 0.80% | 4.84% | 3.35% |
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
AAGTX vs. SWPPX - Drawdown Comparison
The maximum AAGTX drawdown since its inception was -48.78%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for AAGTX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
AAGTX vs. SWPPX - Volatility Comparison
The current volatility for American Funds 2040 Target Date Retirement Fund (AAGTX) is 3.42%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.97%. This indicates that AAGTX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.