AAHTX vs. ANCFX
Compare and contrast key facts about American Funds 2045 Target Date Retirement Fund (AAHTX) and American Funds Fundamental Investors Class A (ANCFX).
AAHTX 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
AAHTX vs. ANCFX - Performance Comparison
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AAHTX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | -5.32% | 20.01% | 14.82% | 19.74% | -18.40% | 16.83% | 18.79% | 24.33% | -5.92% | 22.02% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 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, AAHTX achieves a -5.32% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, AAHTX has underperformed ANCFX with an annualized return of 10.48%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
AAHTX
- 1D
- -0.35%
- 1M
- -8.83%
- YTD
- -5.32%
- 6M
- -2.42%
- 1Y
- 14.99%
- 3Y*
- 13.87%
- 5Y*
- 7.44%
- 10Y*
- 10.48%
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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AAHTX vs. ANCFX - Expense Ratio Comparison
AAHTX has a 0.33% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AAHTX vs. ANCFX — Risk / Return Rank
AAHTX
ANCFX
AAHTX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2045 Target Date Retirement Fund (AAHTX) 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.
| AAHTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.16 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.75 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.61 | -0.26 |
Martin ratioReturn relative to average drawdown | 5.97 | 7.19 | -1.23 |
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
| AAHTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.16 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.70 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.73 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.61 | -0.12 |
Correlation
The correlation between AAHTX 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
AAHTX vs. ANCFX - Dividend Comparison
AAHTX's dividend yield for the trailing twelve months is around 6.18%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | 6.18% | 5.85% | 3.37% | 2.46% | 6.75% | 4.62% | 3.19% | 4.24% | 4.85% | 2.33% | 3.50% | 4.74% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AAHTX vs. ANCFX - Drawdown Comparison
The maximum AAHTX drawdown since its inception was -50.05%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AAHTX and ANCFX.
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Drawdown Indicators
| AAHTX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.05% | -53.29% | +3.24% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -11.35% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -25.07% | -0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -28.92% | -33.93% | +5.01% |
Current DrawdownCurrent decline from peak | -9.20% | -10.66% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -7.34% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.54% | -0.32% |
Volatility
AAHTX vs. ANCFX - Volatility Comparison
The current volatility for American Funds 2045 Target Date Retirement Fund (AAHTX) is 4.30%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AAHTX 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
| AAHTX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.98% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 10.64% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 17.94% | -3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 16.67% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.52% | 17.65% | -3.13% |