AALTX vs. AGTHX
Compare and contrast key facts about American Funds 2050 Target Date Retirement Fund (AALTX) and American Funds The Growth Fund of America Class A (AGTHX).
AALTX is managed by American Funds. It was launched on Jan 31, 2007. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
AALTX vs. AGTHX - Performance Comparison
Loading graphics...
AALTX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AALTX American Funds 2050 Target Date Retirement Fund | -3.14% | 20.06% | 15.09% | 20.34% | -19.14% | 16.96% | 19.07% | 24.59% | -5.87% | 22.18% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, AALTX achieves a -3.14% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, AALTX has underperformed AGTHX with an annualized return of 10.80%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
AALTX
- 1D
- 2.61%
- 1M
- -6.25%
- YTD
- -3.14%
- 6M
- -0.66%
- 1Y
- 17.54%
- 3Y*
- 14.94%
- 5Y*
- 7.65%
- 10Y*
- 10.80%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AALTX vs. AGTHX - Expense Ratio Comparison
AALTX has a 0.33% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
AALTX vs. AGTHX — Risk / Return Rank
AALTX
AGTHX
AALTX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2050 Target Date Retirement Fund (AALTX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| AALTX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.84 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.34 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.26 | +0.54 |
Martin ratioReturn relative to average drawdown | 7.77 | 4.78 | +2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AALTX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.84 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.45 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.68 | -0.18 |
Correlation
The correlation between AALTX and AGTHX 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.
Dividends
AALTX vs. AGTHX - Dividend Comparison
AALTX's dividend yield for the trailing twelve months is around 6.00%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AALTX American Funds 2050 Target Date Retirement Fund | 6.00% | 5.81% | 3.33% | 2.36% | 7.07% | 4.32% | 3.13% | 4.17% | 4.77% | 2.36% | 3.53% | 4.85% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
AALTX vs. AGTHX - Drawdown Comparison
The maximum AALTX drawdown since its inception was -50.02%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for AALTX and AGTHX.
Loading graphics...
Drawdown Indicators
| AALTX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.02% | -51.91% | +1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -13.76% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.68% | -36.38% | +9.70% |
Max Drawdown (10Y)Largest decline over 10 years | -29.30% | -36.38% | +7.08% |
Current DrawdownCurrent decline from peak | -7.09% | -10.70% | +3.61% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -9.23% | +2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.63% | -1.31% |
Volatility
AALTX vs. AGTHX - Volatility Comparison
The current volatility for American Funds 2050 Target Date Retirement Fund (AALTX) is 5.39%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that AALTX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AALTX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 6.76% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 12.13% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 21.01% | -6.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 20.23% | -6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.82% | 19.64% | -4.82% |