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AABTX vs VITVX

Both AABTX and VITVX are mutual funds. AABTX has a higher 5-year return than VITVX (7.85% vs 7.75%). Below is the comparison between AABTX and VITVX.

AABTX VITVX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2015 U.S. Balanced: Target-Date 2015
Family American Funds Vanguard
Net Assets $1.05B $11.20B
Expense Ratio 0.34% 0.00%
Management Style active active
Dividend Yield 2.30% 1.52%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return 7.05% 4.97%
1-Year Return 1.29% 1.58%
3-Year Return 8.89% 8.43%
5-Year Return 7.85% 7.75%
10-Year Return 7.83% N/A

AABTX description

The Fund seeks to provide for investors that plan to retire in 2015. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.

AABTX performance & returns

YTD Return 7.05%
1-Month Return -0.22%
3-Month Return 1.29%
1-Year Return 1.29%
3-Year Return 8.89%
5-Year Return 7.85%
10-Year Return 7.83%
AABTX expense ratio is 0.34%.

AABTX holdings

Top 10 Holdings (75.01% of Total Assets)

Name Symbol % Assets
American Funds Income Fund of Amer R6 RIDGX 12.19%
American Funds Capital Income Bldr R6 RIRGX 12.07%
American Funds Interm Bd Fd of Amer R6 RBOGX 9.50%
American Funds Bond Fund of Amer R6 RBFGX 7.71%
American Funds Inflation Linked Bd R6 RILFX 6.72%
American Funds American Mutual R6 RMFGX 5.98%
American Funds Mortgage R6 RMAGX 5.72%
American Funds American High-Inc R6 RITGX 5.19%
American Funds Washington Mutual R6 RWMGX 4.98%
American Funds Invmt Co of Amer R6 RICGX 4.95%

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VITVX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2015.

VITVX performance & returns

YTD Return 4.97%
1-Month Return 0.12%
3-Month Return 1.58%
1-Year Return 1.58%
3-Year Return 8.43%
5-Year Return 7.75%
10-Year Return N/A
VITVX expense ratio is N/A.

VITVX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Bond Market II Idx Inv VTBIX 34.86%
Vanguard Total Stock Market Idx I VITSX 20.25%
Vanguard Total Intl Bd Idx Admiral™ VTABX 15.00%
Vanguard Shrt-Term Infl-Prot Sec Idx Adm VTAPX 14.65%
Vanguard Total Intl Stock Index Inv VGTSX 13.74%
Cmt Market Liquidity Rate N/A 1.50%

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