VFFVX vs. AAMTX
Compare and contrast key facts about Vanguard Target Retirement 2055 Fund (VFFVX) and American Funds 2055 Target Date Retirement Fund (AAMTX).
VFFVX is managed by Vanguard. It was launched on Aug 18, 2010. AAMTX is managed by American Funds. It was launched on Jan 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFFVX or AAMTX.
Correlation
The correlation between VFFVX and AAMTX 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
VFFVX vs. AAMTX - Performance Comparison
Key characteristics
VFFVX:
1.56
AAMTX:
1.59
VFFVX:
2.17
AAMTX:
2.17
VFFVX:
1.29
AAMTX:
1.29
VFFVX:
2.44
AAMTX:
2.54
VFFVX:
9.72
AAMTX:
10.19
VFFVX:
1.78%
AAMTX:
1.75%
VFFVX:
11.08%
AAMTX:
11.20%
VFFVX:
-31.40%
AAMTX:
-29.32%
VFFVX:
-3.30%
AAMTX:
-3.12%
Returns By Period
In the year-to-date period, VFFVX achieves a 14.88% return, which is significantly lower than AAMTX's 15.70% return. Over the past 10 years, VFFVX has underperformed AAMTX with an annualized return of 8.68%, while AAMTX has yielded a comparatively higher 9.32% annualized return.
VFFVX
14.88%
-0.87%
5.63%
13.41%
9.19%
8.68%
AAMTX
15.70%
0.11%
5.38%
16.59%
9.44%
9.32%
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VFFVX vs. AAMTX - Expense Ratio Comparison
VFFVX has a 0.08% expense ratio, which is lower than AAMTX's 0.33% expense ratio.
Risk-Adjusted Performance
VFFVX vs. AAMTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2055 Fund (VFFVX) and American Funds 2055 Target Date Retirement Fund (AAMTX). 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
VFFVX vs. AAMTX - Dividend Comparison
VFFVX's dividend yield for the trailing twelve months is around 1.90%, more than AAMTX's 1.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFVX Vanguard Target Retirement 2055 Fund | 1.90% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
AAMTX American Funds 2055 Target Date Retirement Fund | 0.00% | 1.18% | 0.59% | 0.66% | 0.63% | 0.82% | 0.90% | 0.74% | 0.84% | 0.71% | 4.11% | 3.17% |
Drawdowns
VFFVX vs. AAMTX - Drawdown Comparison
The maximum VFFVX drawdown since its inception was -31.40%, which is greater than AAMTX's maximum drawdown of -29.32%. Use the drawdown chart below to compare losses from any high point for VFFVX and AAMTX. For additional features, visit the drawdowns tool.
Volatility
VFFVX vs. AAMTX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2055 Fund (VFFVX) is 3.15%, while American Funds 2055 Target Date Retirement Fund (AAMTX) has a volatility of 3.65%. This indicates that VFFVX experiences smaller price fluctuations and is considered to be less risky than AAMTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.