CCFAX vs. VFIAX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. 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: CCFAX or VFIAX.
Correlation
The correlation between CCFAX and VFIAX is 0.94, 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
CCFAX vs. VFIAX - Performance Comparison
Key characteristics
CCFAX:
1.73
VFIAX:
1.87
CCFAX:
2.40
VFIAX:
2.52
CCFAX:
1.32
VFIAX:
1.34
CCFAX:
3.02
VFIAX:
2.82
CCFAX:
10.48
VFIAX:
11.69
CCFAX:
1.45%
VFIAX:
2.04%
CCFAX:
8.82%
VFIAX:
12.76%
CCFAX:
-25.80%
VFIAX:
-55.20%
CCFAX:
-0.23%
VFIAX:
-0.42%
Returns By Period
In the year-to-date period, CCFAX achieves a 3.97% return, which is significantly lower than VFIAX's 4.19% return.
CCFAX
3.97%
1.31%
6.13%
15.63%
8.91%
N/A
VFIAX
4.19%
1.24%
10.52%
24.42%
14.65%
13.24%
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CCFAX vs. VFIAX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
CCFAX vs. VFIAX — Risk-Adjusted Performance Rank
CCFAX
VFIAX
CCFAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) 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
CCFAX vs. VFIAX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 2.01%, more than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 2.01% | 2.09% | 1.75% | 1.36% | 0.81% | 1.16% | 1.25% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CCFAX vs. VFIAX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for CCFAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
CCFAX vs. VFIAX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 1.99%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.00%. This indicates that CCFAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.