AANTX vs. VTTSX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Target Retirement 2060 Fund (VTTSX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AANTX or VTTSX.
Correlation
The correlation between AANTX and VTTSX 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
AANTX vs. VTTSX - Performance Comparison
Key characteristics
AANTX:
1.33
VTTSX:
1.37
AANTX:
1.87
VTTSX:
1.91
AANTX:
1.25
VTTSX:
1.25
AANTX:
2.22
VTTSX:
2.14
AANTX:
8.62
VTTSX:
8.61
AANTX:
1.83%
VTTSX:
1.76%
AANTX:
11.89%
VTTSX:
11.10%
AANTX:
-29.42%
VTTSX:
-31.38%
AANTX:
-3.74%
VTTSX:
-3.92%
Returns By Period
In the year-to-date period, AANTX achieves a 15.12% return, which is significantly higher than VTTSX's 14.14% return.
AANTX
15.12%
-0.38%
4.46%
17.21%
9.29%
N/A
VTTSX
14.14%
-1.17%
4.63%
16.56%
9.07%
8.62%
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AANTX vs. VTTSX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than VTTSX's 0.08% expense ratio.
Risk-Adjusted Performance
AANTX vs. VTTSX - 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 Target Retirement 2060 Fund (VTTSX). 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. VTTSX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 1.00%, less than VTTSX's 1.87% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds 2060 Target Date Retirement Fund | 1.00% | 1.15% | 0.54% | 0.72% | 0.58% | 0.76% | 0.77% | 0.69% | 1.08% | 0.74% | 0.00% | 0.00% |
Vanguard Target Retirement 2060 Fund | 1.87% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% | 1.37% |
Drawdowns
AANTX vs. VTTSX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for AANTX and VTTSX. For additional features, visit the drawdowns tool.
Volatility
AANTX vs. VTTSX - Volatility Comparison
American Funds 2060 Target Date Retirement Fund (AANTX) has a higher volatility of 3.60% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 3.06%. This indicates that AANTX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.