CSTAX vs. CFTAX
Compare and contrast key facts about American Funds College 2027 Fund (CSTAX) and American Funds College 2024 Fund (CFTAX).
CSTAX is managed by American Funds. It was launched on Sep 13, 2012. CFTAX 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: CSTAX or CFTAX.
Correlation
The correlation between CSTAX and CFTAX 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
CSTAX vs. CFTAX - Performance Comparison
Key characteristics
Returns By Period
CSTAX
1.94%
1.34%
1.38%
7.66%
1.16%
1.93%
CFTAX
N/A
N/A
N/A
N/A
N/A
N/A
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CSTAX vs. CFTAX - Expense Ratio Comparison
Both CSTAX and CFTAX have an expense ratio of 0.41%.
Risk-Adjusted Performance
CSTAX vs. CFTAX — Risk-Adjusted Performance Rank
CSTAX
CFTAX
CSTAX vs. CFTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2027 Fund (CSTAX) and American Funds College 2024 Fund (CFTAX). 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
CSTAX vs. CFTAX - Dividend Comparison
CSTAX's dividend yield for the trailing twelve months is around 3.42%, while CFTAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSTAX American Funds College 2027 Fund | 3.42% | 3.48% | 3.16% | 2.50% | 1.47% | 2.97% | 2.25% | 1.97% | 1.47% | 1.62% | 1.62% | 4.25% |
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% |
Drawdowns
CSTAX vs. CFTAX - Drawdown Comparison
Volatility
CSTAX vs. CFTAX - Volatility Comparison
American Funds College 2027 Fund (CSTAX) has a higher volatility of 0.99% compared to American Funds College 2024 Fund (CFTAX) at 0.00%. This indicates that CSTAX's price experiences larger fluctuations and is considered to be riskier than CFTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.