AANTX vs. VIGAX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. VIGAX 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: AANTX or VIGAX.
Correlation
The correlation between AANTX and VIGAX is 0.91, 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
AANTX vs. VIGAX - Performance Comparison
Key characteristics
AANTX:
1.52
VIGAX:
2.10
AANTX:
2.12
VIGAX:
2.72
AANTX:
1.28
VIGAX:
1.38
AANTX:
2.53
VIGAX:
2.81
AANTX:
9.78
VIGAX:
10.96
AANTX:
1.84%
VIGAX:
3.32%
AANTX:
11.83%
VIGAX:
17.32%
AANTX:
-29.42%
VIGAX:
-50.66%
AANTX:
-3.11%
VIGAX:
-2.50%
Returns By Period
In the year-to-date period, AANTX achieves a 15.88% return, which is significantly lower than VIGAX's 34.75% return.
AANTX
15.88%
0.22%
5.45%
14.29%
9.42%
N/A
VIGAX
34.75%
3.33%
12.01%
34.89%
18.88%
15.86%
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AANTX vs. VIGAX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
AANTX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
AANTX vs. VIGAX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 0.99%, more than VIGAX's 0.32% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds 2060 Target Date Retirement Fund | 0.00% | 1.15% | 0.54% | 0.72% | 0.58% | 0.76% | 0.77% | 0.69% | 1.08% | 0.74% | 0.00% | 0.00% |
Vanguard Growth Index Fund Admiral Shares | 0.32% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
AANTX vs. VIGAX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for AANTX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
AANTX vs. VIGAX - Volatility Comparison
The current volatility for American Funds 2060 Target Date Retirement Fund (AANTX) is 3.67%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 4.92%. This indicates that AANTX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.