AAMTX vs. VFIAX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAMTX or VFIAX.
Correlation
The correlation between AAMTX and VFIAX 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.
Performance
AAMTX vs. VFIAX - Performance Comparison
Key characteristics
AAMTX:
1.59
VFIAX:
2.23
AAMTX:
2.17
VFIAX:
2.96
AAMTX:
1.29
VFIAX:
1.42
AAMTX:
2.54
VFIAX:
3.30
AAMTX:
10.19
VFIAX:
14.60
AAMTX:
1.75%
VFIAX:
1.91%
AAMTX:
11.20%
VFIAX:
12.52%
AAMTX:
-29.32%
VFIAX:
-55.20%
AAMTX:
-3.12%
VFIAX:
-2.57%
Returns By Period
In the year-to-date period, AAMTX achieves a 15.70% return, which is significantly lower than VFIAX's 25.97% return. Over the past 10 years, AAMTX has underperformed VFIAX with an annualized return of 9.32%, while VFIAX has yielded a comparatively higher 13.05% annualized return.
AAMTX
15.70%
0.11%
5.38%
16.59%
9.44%
9.32%
VFIAX
25.97%
-0.19%
9.23%
26.41%
14.74%
13.05%
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AAMTX vs. VFIAX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
AAMTX vs. VFIAX - 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 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 1.02%, more than VFIAX's 0.90% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 0.90% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AAMTX vs. VFIAX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for AAMTX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
AAMTX vs. VFIAX - Volatility Comparison
American Funds 2055 Target Date Retirement Fund (AAMTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.65% and 3.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.