AAMTX vs. RGAGX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AAMTX vs. RGAGX - Performance Comparison
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AAMTX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | -3.36% | 20.37% | 15.16% | 21.03% | -19.75% | 16.94% | 19.06% | 24.60% | -5.95% | 22.20% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AAMTX achieves a -3.36% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, AAMTX has underperformed RGAGX with an annualized return of 10.79%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
AAMTX
- 1D
- 2.68%
- 1M
- -6.45%
- YTD
- -3.36%
- 6M
- -0.85%
- 1Y
- 17.95%
- 3Y*
- 15.12%
- 5Y*
- 7.61%
- 10Y*
- 10.79%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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AAMTX vs. RGAGX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AAMTX vs. RGAGX — Risk / Return Rank
AAMTX
RGAGX
AAMTX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.86 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.37 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.29 | +0.51 |
Martin ratioReturn relative to average drawdown | 7.75 | 4.90 | +2.85 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.86 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.75 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.80 | -0.09 |
Correlation
The correlation between AAMTX and RGAGX 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
AAMTX vs. RGAGX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 5.90%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 5.90% | 5.70% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AAMTX vs. RGAGX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AAMTX and RGAGX.
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Drawdown Indicators
| AAMTX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.32% | -36.19% | +6.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -13.71% | +3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -36.19% | +8.85% |
Max Drawdown (10Y)Largest decline over 10 years | -29.32% | -36.19% | +6.87% |
Current DrawdownCurrent decline from peak | -7.29% | -10.64% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -5.53% | +1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 3.62% | -1.25% |
Volatility
AAMTX vs. RGAGX - Volatility Comparison
The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 5.54%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that AAMTX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAMTX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 6.74% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 12.12% | -2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 21.00% | -5.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 20.23% | -5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.98% | 19.64% | -4.66% |