AAMTX vs. VFFVX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and Vanguard Target Retirement 2055 Fund (VFFVX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAMTX or VFFVX.
Correlation
The correlation between AAMTX and VFFVX 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.
Performance
AAMTX vs. VFFVX - Performance Comparison
Key characteristics
AAMTX:
1.61
VFFVX:
1.37
AAMTX:
2.19
VFFVX:
1.88
AAMTX:
1.29
VFFVX:
1.25
AAMTX:
2.56
VFFVX:
2.09
AAMTX:
10.21
VFFVX:
8.70
AAMTX:
1.76%
VFFVX:
1.70%
AAMTX:
11.19%
VFFVX:
10.82%
AAMTX:
-29.32%
VFFVX:
-31.40%
AAMTX:
-1.76%
VFFVX:
-2.12%
Returns By Period
In the year-to-date period, AAMTX achieves a 17.32% return, which is significantly higher than VFFVX's 16.28% return. Over the past 10 years, AAMTX has outperformed VFFVX with an annualized return of 9.43%, while VFFVX has yielded a comparatively lower 8.77% annualized return.
AAMTX
17.32%
0.66%
6.73%
17.98%
9.63%
9.43%
VFFVX
16.28%
-0.03%
6.57%
14.81%
9.37%
8.77%
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AAMTX vs. VFFVX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
AAMTX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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. VFFVX - Dividend Comparison
AAMTX has not paid dividends to shareholders, while VFFVX's dividend yield for the trailing twelve months is around 1.87%.
| 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% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.87% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
AAMTX vs. VFFVX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for AAMTX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
AAMTX vs. VFFVX - Volatility Comparison
American Funds 2055 Target Date Retirement Fund (AAMTX) has a higher volatility of 3.73% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 3.22%. This indicates that AAMTX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.