AAMTX vs. RSEAX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and Russell Investments U.S. Strategic Equity Fund (RSEAX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. RSEAX is managed by Russell. It was launched on Aug 6, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAMTX or RSEAX.
Correlation
The correlation between AAMTX and RSEAX 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
AAMTX vs. RSEAX - Performance Comparison
Key characteristics
AAMTX:
1.59
RSEAX:
0.67
AAMTX:
2.17
RSEAX:
0.85
AAMTX:
1.29
RSEAX:
1.17
AAMTX:
2.54
RSEAX:
0.82
AAMTX:
10.19
RSEAX:
4.55
AAMTX:
1.75%
RSEAX:
2.53%
AAMTX:
11.20%
RSEAX:
17.34%
AAMTX:
-29.32%
RSEAX:
-32.35%
AAMTX:
-3.12%
RSEAX:
-13.06%
Returns By Period
In the year-to-date period, AAMTX achieves a 15.70% return, which is significantly higher than RSEAX's 9.76% return. Both investments have delivered pretty close results over the past 10 years, with AAMTX having a 9.32% annualized return and RSEAX not far ahead at 9.61%.
AAMTX
15.70%
0.11%
5.38%
16.59%
9.44%
9.32%
RSEAX
9.76%
-10.29%
-2.72%
10.27%
10.19%
9.61%
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AAMTX vs. RSEAX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is lower than RSEAX's 0.99% expense ratio.
Risk-Adjusted Performance
AAMTX vs. RSEAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and Russell Investments U.S. Strategic Equity Fund (RSEAX). 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
AAMTX vs. RSEAX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 1.02%, more than RSEAX's 0.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 0.00% | 1.18% | 0.59% | 0.66% | 0.63% | 0.82% | 0.90% | 0.74% | 0.84% | 0.71% | 4.11% | 3.17% |
RSEAX Russell Investments U.S. Strategic Equity Fund | 0.16% | 0.65% | 0.58% | 0.15% | 0.53% | 0.80% | 1.16% | 0.76% | 1.07% | 0.90% | 10.64% | 8.67% |
Drawdowns
AAMTX vs. RSEAX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum RSEAX drawdown of -32.35%. Use the drawdown chart below to compare losses from any high point for AAMTX and RSEAX. For additional features, visit the drawdowns tool.
Volatility
AAMTX vs. RSEAX - Volatility Comparison
The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 3.65%, while Russell Investments U.S. Strategic Equity Fund (RSEAX) has a volatility of 13.44%. This indicates that AAMTX experiences smaller price fluctuations and is considered to be less risky than RSEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.