AAMTX vs. ANCFX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and American Funds Fundamental Investors Class A (ANCFX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AAMTX vs. ANCFX - Performance Comparison
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AAMTX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | -5.89% | 20.37% | 15.16% | 21.03% | -19.75% | 16.94% | 19.06% | 24.60% | -5.95% | 22.20% |
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
The year-to-date returns for both stocks are quite close, with AAMTX having a -5.89% return and ANCFX slightly lower at -6.13%. Over the past 10 years, AAMTX has underperformed ANCFX with an annualized return of 10.50%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
AAMTX
- 1D
- -0.39%
- 1M
- -9.30%
- YTD
- -5.89%
- 6M
- -2.93%
- 1Y
- 15.41%
- 3Y*
- 14.11%
- 5Y*
- 7.32%
- 10Y*
- 10.50%
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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AAMTX vs. ANCFX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AAMTX vs. ANCFX — Risk / Return Rank
AAMTX
ANCFX
AAMTX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) 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.
| AAMTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.16 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.75 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.61 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.77 | 7.19 | -1.42 |
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
| AAMTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.16 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.73 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.61 | +0.09 |
Correlation
The correlation between AAMTX 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
AAMTX vs. ANCFX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 6.05%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 6.05% | 5.70% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% |
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
AAMTX vs. ANCFX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AAMTX and ANCFX.
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Drawdown Indicators
| AAMTX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.32% | -53.29% | +23.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -11.35% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -25.07% | -2.27% |
Max Drawdown (10Y)Largest decline over 10 years | -29.32% | -33.93% | +4.61% |
Current DrawdownCurrent decline from peak | -9.71% | -10.66% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -7.34% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.54% | -0.22% |
Volatility
AAMTX vs. ANCFX - Volatility Comparison
The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 4.58%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AAMTX 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
| AAMTX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.98% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.93% | 10.64% | -1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.98% | 17.94% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 16.67% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 17.65% | -2.70% |