AAFTX vs FITHX

Both AAFTX and FITHX are mutual funds. AAFTX has a higher 5-year return than FITHX (13.2% vs 13.14%). AAFTX has a lower expense ratio than FITHX (0.35% vs 0.72%). Below is the comparison between AAFTX and FITHX.

AAFTX FITHX
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 $1.25B
Expense Ratio 0.35% 0.72%
Management Style active active
Dividend Yield 0.86% 0.84%
Minimum Investment $1,000.00 $2,500.00
YTD Return 12.16% 11.66%
1-Year Return 0.70% -0.18%
3-Year Return 15.98% 16.01%
5-Year Return 13.20% 13.14%
10-Year Return 12.68% 11.75%

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%

Other relevant AAFTX comparisons

You may also want to check out the following AAFTX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

FITHX description

The Fund seeks high total return with a secondary objective of principal preservation, by investing in a combination of Fidelity equity, fixed-income, and money market/short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2035.

FITHX performance & returns

YTD Return 11.66%
1-Month Return -2.24%
3-Month Return -0.18%
1-Year Return -0.18%
3-Year Return 16.01%
5-Year Return 13.14%
10-Year Return 11.75%
FITHX expense ratio is 0.72%.

FITHX holdings

Top 10 Holdings (71.85% of Total Assets)

Name Symbol % Assets
Fidelity® Series Emerging Markets Opps FEMSX 12.80%
Fidelity® Series Investment Grade Bond FSIGX 8.93%
Fidelity® Series Large Cap Stock FGLGX 8.55%
Fidelity® Series International Growth FIGSX 6.37%
Fidelity® Series Overseas FSOSX 6.32%
Fidelity® Series International Value FINVX 6.17%
Fidelity® Series Opportunistic Insights FVWSX 5.85%
Fidelity® Series Value Discovery FNKLX 5.73%
Fidelity® Series Stk Selec Lg Cp Val FBLEX 5.61%
Fidelity Advisor® Series Equity Gr FMFMX 5.52%

Other relevant FITHX comparisons

You may also want to check out the following FITHX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.