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AACTX vs VTWNX

Both AACTX and VTWNX are mutual funds. AACTX has a lower 5-year return than VTWNX (8.31% vs 9.01%). Below is the comparison between AACTX and VTWNX.

AACTX VTWNX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family American Funds Vanguard
Net Assets $2.64B $28.04B
Expense Ratio 0.35% 0.00%
Management Style active active
Dividend Yield 2.13% 1.53%
Minimum Investment $1,000.00 $1,000.00
YTD Return 7.13% 6.50%
1-Year Return 2.43% 2.79%
3-Year Return 9.32% 9.85%
5-Year Return 8.31% 9.01%
10-Year Return 8.13% 8.20%

AACTX description

The Fund seeks to provide for investors that plan to retire in 2020. 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.

AACTX performance & returns

YTD Return 7.13%
1-Month Return 0.89%
3-Month Return 2.43%
1-Year Return 2.43%
3-Year Return 9.32%
5-Year Return 8.31%
10-Year Return 8.13%
AACTX expense ratio is 0.35%.

AACTX holdings

Top 10 Holdings (69.73% of Total Assets)

Name Symbol % Assets
American Funds Income Fund of Amer R6 RIDGX 9.45%
American Funds Capital Income Bldr R6 RIRGX 9.26%
American Funds Interm Bd Fd of Amer R6 RBOGX 8.97%
American Funds Bond Fund of Amer R6 RBFGX 7.98%
American Funds Inflation Linked Bd R6 RILFX 6.99%
American Funds American Mutual R6 RMFGX 6.02%
American Funds Mortgage R6 RMAGX 5.97%
American Funds American High-Inc R6 RITGX 5.05%
American Funds Washington Mutual R6 RWMGX 5.05%
American Funds Invmt Co of Amer R6 RICGX 4.99%

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VTWNX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation.

VTWNX performance & returns

YTD Return 6.50%
1-Month Return 0.91%
3-Month Return 2.79%
1-Year Return 2.79%
3-Year Return 9.85%
5-Year Return 9.01%
10-Year Return 8.20%
VTWNX expense ratio is N/A.

VTWNX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Bond Market II Idx Inv VTBIX 29.50%
Vanguard Total Stock Mkt Idx Inv VTSMX 28.64%
Vanguard Total Intl Stock Index Inv VGTSX 19.73%
Vanguard Total Intl Bd Idx Investor VTIBX 12.74%
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX 8.37%
Cmt Market Liquidity Rate N/A 1.02%

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