AAGTX vs. SWYGX
Compare and contrast key facts about American Funds 2040 Target Date Retirement Fund (AAGTX) and Schwab Target 2040 Index Fund (SWYGX).
AAGTX is managed by American Funds. It was launched on Jan 31, 2007. SWYGX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAGTX or SWYGX.
Correlation
The correlation between AAGTX and SWYGX 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.
Performance
AAGTX vs. SWYGX - Performance Comparison
Key characteristics
AAGTX:
0.50
SWYGX:
0.69
AAGTX:
0.79
SWYGX:
1.04
AAGTX:
1.11
SWYGX:
1.15
AAGTX:
0.52
SWYGX:
0.72
AAGTX:
2.06
SWYGX:
3.19
AAGTX:
3.53%
SWYGX:
2.94%
AAGTX:
14.28%
SWYGX:
13.76%
AAGTX:
-48.78%
SWYGX:
-28.74%
AAGTX:
-3.99%
SWYGX:
-3.17%
Returns By Period
In the year-to-date period, AAGTX achieves a 1.37% return, which is significantly higher than SWYGX's 1.14% return.
AAGTX
1.37%
11.65%
-2.96%
7.05%
7.92%
5.40%
SWYGX
1.14%
11.24%
-1.30%
9.43%
10.63%
N/A
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AAGTX vs. SWYGX - Expense Ratio Comparison
AAGTX has a 0.33% expense ratio, which is higher than SWYGX's 0.04% expense ratio.
Risk-Adjusted Performance
AAGTX vs. SWYGX — Risk-Adjusted Performance Rank
AAGTX
SWYGX
AAGTX vs. SWYGX - 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 Target 2040 Index Fund (SWYGX). 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. SWYGX - Dividend Comparison
AAGTX's dividend yield for the trailing twelve months is around 1.29%, less than SWYGX's 2.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | 1.29% | 1.30% | 1.47% | 1.08% | 0.77% | 0.78% | 1.01% | 1.09% | 0.89% | 1.00% | 0.80% | 4.84% |
SWYGX Schwab Target 2040 Index Fund | 2.25% | 2.28% | 2.07% | 2.03% | 1.73% | 1.68% | 1.94% | 2.21% | 1.44% | 1.13% | 0.00% | 0.00% |
Drawdowns
AAGTX vs. SWYGX - Drawdown Comparison
The maximum AAGTX drawdown since its inception was -48.78%, which is greater than SWYGX's maximum drawdown of -28.74%. Use the drawdown chart below to compare losses from any high point for AAGTX and SWYGX. For additional features, visit the drawdowns tool.
Volatility
AAGTX vs. SWYGX - Volatility Comparison
American Funds 2040 Target Date Retirement Fund (AAGTX) and Schwab Target 2040 Index Fund (SWYGX) have volatilities of 7.29% and 7.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.