AANTX vs. VTIAX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AANTX or VTIAX.
Correlation
The correlation between AANTX and VTIAX is 0.79, 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. VTIAX - Performance Comparison
Key characteristics
AANTX:
0.36
VTIAX:
0.69
AANTX:
0.60
VTIAX:
1.04
AANTX:
1.08
VTIAX:
1.14
AANTX:
0.36
VTIAX:
0.82
AANTX:
1.44
VTIAX:
2.53
AANTX:
4.00%
VTIAX:
4.23%
AANTX:
16.20%
VTIAX:
15.65%
AANTX:
-29.47%
VTIAX:
-35.82%
AANTX:
-7.44%
VTIAX:
-1.45%
Returns By Period
In the year-to-date period, AANTX achieves a -1.91% return, which is significantly lower than VTIAX's 7.60% return. Over the past 10 years, AANTX has outperformed VTIAX with an annualized return of 6.22%, while VTIAX has yielded a comparatively lower 4.72% annualized return.
AANTX
-1.91%
-1.97%
-4.26%
6.28%
8.50%
6.22%
VTIAX
7.60%
0.35%
3.48%
11.04%
10.91%
4.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AANTX vs. VTIAX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than VTIAX's 0.11% expense ratio.
Risk-Adjusted Performance
AANTX vs. VTIAX — Risk-Adjusted Performance Rank
AANTX
VTIAX
AANTX vs. VTIAX - 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 Total International Stock Index Fund Admiral Shares (VTIAX). 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. VTIAX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 0.90%, less than VTIAX's 3.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 0.90% | 0.88% | 1.15% | 0.54% | 0.72% | 0.58% | 0.76% | 0.77% | 0.69% | 1.08% | 0.74% | 0.00% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 3.05% | 3.33% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% |
Drawdowns
AANTX vs. VTIAX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.47%, smaller than the maximum VTIAX drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for AANTX and VTIAX. For additional features, visit the drawdowns tool.
Volatility
AANTX vs. VTIAX - Volatility Comparison
American Funds 2060 Target Date Retirement Fund (AANTX) has a higher volatility of 11.09% compared to Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) at 9.84%. This indicates that AANTX's price experiences larger fluctuations and is considered to be riskier than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.