AAFTX vs FFTHX

Both AAFTX and FFTHX are mutual funds. AAFTX has a higher 5-year return than FFTHX (13.2% vs 13.08%). AAFTX has a lower expense ratio than FFTHX (0.35% vs 0.72%). Below is the comparison between AAFTX and FFTHX.

AAFTX FFTHX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family American Funds Fidelity Investments
Net Assets $3.28B $12.42B
Expense Ratio 0.35% 0.72%
Management Style active active
Dividend Yield 0.86% 0.97%
Minimum Investment $1,000.00 $2,500.00
YTD Return 12.16% 12.23%
1-Year Return 0.70% 0.11%
3-Year Return 15.98% 16.09%
5-Year Return 13.20% 13.08%
10-Year Return 12.68% 11.87%

AAFTX description

The Fund seeks to provide for investors that plan to retire in 2035. 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.

AAFTX performance & returns

YTD Return 12.16%
1-Month Return -1.33%
3-Month Return 0.70%
1-Year Return 0.70%
3-Year Return 15.98%
5-Year Return 13.20%
10-Year Return 12.68%
AAFTX expense ratio is 0.35%.

AAFTX holdings

Top 10 Holdings (65.06% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.99%
American Funds US Government Sec R6 RGVGX 7.90%
American Funds Invmt Co of Amer R6 RICGX 7.00%
American Funds New Perspective R6 RNPGX 6.82%
American Funds Fundamental Invs R6 RFNGX 6.00%
American Funds American Mutual R6 RMFGX 5.98%
American Funds American Balanced R6 RLBGX 5.97%
American Funds Global Balanced R6 RGBGX 5.96%
American Funds Growth Fund of Amer R6 RGAGX 5.81%
American Funds AMCAP R6 RAFGX 5.63%

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FFTHX description

The Fund seeks high total return through investing in a combination of Fidelity equity, fixed-income, and money market funds (underlying Fidelity funds). It is targeted to investors expected to retire around the year 2035.

FFTHX performance & returns

YTD Return 12.23%
1-Month Return -2.09%
3-Month Return 0.11%
1-Year Return 0.11%
3-Year Return 16.09%
5-Year Return 13.08%
10-Year Return 11.87%
FFTHX expense ratio is 0.72%.

FFTHX holdings

Top 10 Holdings (70.52% of Total Assets)

Name Symbol % Assets
Fidelity® Series Emerging Markets Opps FEMSX 12.74%
Fidelity® Series Investment Grade Bond FSIGX 8.86%
Fidelity® Series Growth Company FCGSX 7.50%
Fidelity® Series Intrinsic Opps FDMLX 7.31%
Fidelity® Series International Growth FIGSX 6.35%
Fidelity® Series Overseas FSOSX 6.29%
Fidelity® Series Large Cap Stock FGLGX 6.24%
Fidelity® Series International Value FINVX 6.14%
Fidelity® Series Stk Selec Lg Cp Val FBLEX 5.12%
Fidelity® Series Opportunistic Insights FVWSX 3.97%

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