CFTAX vs. CSTAX
Compare and contrast key facts about American Funds College 2024 Fund (CFTAX) and American Funds College 2027 Fund (CSTAX).
CFTAX is managed by American Funds. It was launched on Sep 13, 2012. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFTAX or CSTAX.
Correlation
The correlation between CFTAX and CSTAX 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
CFTAX vs. CSTAX - Performance Comparison
Key characteristics
Returns By Period
CFTAX
N/A
N/A
N/A
N/A
N/A
N/A
CSTAX
2.02%
1.09%
1.22%
7.56%
1.18%
1.90%
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CFTAX vs. CSTAX - Expense Ratio Comparison
Both CFTAX and CSTAX have an expense ratio of 0.41%.
Risk-Adjusted Performance
CFTAX vs. CSTAX — Risk-Adjusted Performance Rank
CFTAX
CSTAX
CFTAX vs. CSTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2024 Fund (CFTAX) and American Funds College 2027 Fund (CSTAX). 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
CFTAX vs. CSTAX - Dividend Comparison
CFTAX has not paid dividends to shareholders, while CSTAX's dividend yield for the trailing twelve months is around 3.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFTAX American Funds College 2024 Fund | 0.71% | 0.71% | 3.29% | 2.31% | 1.14% | 3.02% | 2.30% | 1.98% | 1.59% | 1.76% | 1.83% | 4.27% |
CSTAX American Funds College 2027 Fund | 3.41% | 3.48% | 3.16% | 2.50% | 1.47% | 2.97% | 2.25% | 1.97% | 1.47% | 1.62% | 1.62% | 4.25% |
Drawdowns
CFTAX vs. CSTAX - Drawdown Comparison
Volatility
CFTAX vs. CSTAX - Volatility Comparison
The current volatility for American Funds College 2024 Fund (CFTAX) is 0.00%, while American Funds College 2027 Fund (CSTAX) has a volatility of 0.94%. This indicates that CFTAX experiences smaller price fluctuations and is considered to be less risky than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.