AANTX vs. RGAGX
AANTX (American Funds 2060 Target Date Retirement Fund) and RGAGX (American Funds The Growth Fund of America Class R-6) are both mutual funds - AANTX is a Target Retirement Date fund managed by American Funds, while RGAGX is a Large Cap Growth Equities fund managed by American Funds. Over the past 10 years, AANTX returned 11.86%/yr vs 16.30%/yr for RGAGX. With a 0.96 correlation, they move nearly in lockstep. AANTX charges 0.34%/yr vs 0.30%/yr for RGAGX.
Performance
AANTX vs. RGAGX - Performance Comparison
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Returns By Period
In the year-to-date period, AANTX achieves a 10.34% return, which is significantly higher than RGAGX's 9.36% return. Over the past 10 years, AANTX has underperformed RGAGX with an annualized return of 11.86%, while RGAGX has yielded a comparatively higher 16.30% annualized return.
AANTX
- 1D
- -0.62%
- 1M
- 3.66%
- YTD
- 10.34%
- 6M
- 10.94%
- 1Y
- 24.93%
- 3Y*
- 19.20%
- 5Y*
- 9.57%
- 10Y*
- 11.86%
RGAGX
- 1D
- -0.80%
- 1M
- 5.24%
- YTD
- 9.36%
- 6M
- 8.89%
- 1Y
- 25.11%
- 3Y*
- 25.20%
- 5Y*
- 12.43%
- 10Y*
- 16.30%
AANTX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 10.34% | 20.36% | 15.28% | 21.14% | -19.92% | 16.90% | 18.94% | 23.64% | -5.93% | 22.21% |
RGAGX American Funds The Growth Fund of America Class R-6 | 9.36% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Correlation
The correlation between AANTX and RGAGX is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.96 |
The correlation between AANTX and RGAGX has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.
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Return for Risk
AANTX vs. RGAGX — Risk / Return Rank
AANTX
RGAGX
AANTX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) 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.
| AANTX | RGAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.30 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 1.87 | +0.73 |
| Martin ratioReturn relative to average drawdown | 11.84 | 7.32 | +4.51 |
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
| AANTX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.12 | 1.69 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.62 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.83 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.85 | -0.06 |
Drawdowns
AANTX vs. RGAGX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AANTX and RGAGX.
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Drawdown Indicators
| AANTX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -36.19% | +6.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.83% | -13.71% | +3.88% |
Max Drawdown (3Y)Largest decline over 3 years | -15.52% | -21.54% | +6.02% |
Max Drawdown (5Y)Largest decline over 5 years | -27.49% | -36.19% | +8.70% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -36.19% | +6.77% |
Current DrawdownCurrent decline from peak | -0.62% | -1.12% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -5.49% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 3.50% | -1.34% |
Volatility
AANTX vs. RGAGX - Volatility Comparison
The current volatility for American Funds 2060 Target Date Retirement Fund (AANTX) is 3.59%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 3.86%. This indicates that AANTX 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
| AANTX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.86% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 11.66% | -1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 15.16% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.70% | 20.24% | -5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 19.69% | -4.57% |
AANTX vs. RGAGX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Dividends
AANTX vs. RGAGX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 4.82%, less than RGAGX's 10.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 4.82% | 5.32% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 2.52% | 3.50% | 1.56% | 2.33% | 0.00% |
RGAGX American Funds The Growth Fund of America Class R-6 | 10.05% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Frequently Asked Questions
With a correlation of 0.95, AANTX and RGAGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RGAGX has higher volatility (3.86%) compared to AANTX (3.59%). In terms of maximum drawdown, AANTX dropped -29.42% vs RGAGX's -36.19%.
AANTX currently has the higher Sharpe Ratio (2.12 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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