FCQTX vs. VFIAX
Compare and contrast key facts about American Funds 2065 Target Date Retirement Fund (FCQTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
FCQTX is managed by American Funds. It was launched on Mar 26, 2020. 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: FCQTX or VFIAX.
Correlation
The correlation between FCQTX and VFIAX is 0.96, 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
FCQTX vs. VFIAX - Performance Comparison
Key characteristics
FCQTX:
1.64
VFIAX:
2.26
FCQTX:
2.23
VFIAX:
3.00
FCQTX:
1.30
VFIAX:
1.42
FCQTX:
2.61
VFIAX:
3.35
FCQTX:
10.42
VFIAX:
14.77
FCQTX:
1.77%
VFIAX:
1.92%
FCQTX:
11.26%
VFIAX:
12.53%
FCQTX:
-27.34%
VFIAX:
-55.20%
FCQTX:
-1.77%
VFIAX:
-1.08%
Returns By Period
In the year-to-date period, FCQTX achieves a 17.82% return, which is significantly lower than VFIAX's 27.89% return.
FCQTX
17.82%
0.72%
6.95%
18.43%
N/A
N/A
VFIAX
27.89%
0.98%
10.79%
28.33%
14.98%
13.18%
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FCQTX vs. VFIAX - Expense Ratio Comparison
FCQTX has a 0.01% expense ratio, which is lower than VFIAX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FCQTX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2065 Target Date Retirement Fund (FCQTX) 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
FCQTX vs. VFIAX - Dividend Comparison
FCQTX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 0.89%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCQTX American Funds 2065 Target Date Retirement Fund | 0.00% | 1.31% | 0.80% | 0.76% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 0.89% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FCQTX vs. VFIAX - Drawdown Comparison
The maximum FCQTX drawdown since its inception was -27.34%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FCQTX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
FCQTX vs. VFIAX - Volatility Comparison
American Funds 2065 Target Date Retirement Fund (FCQTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.76% and 3.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.