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AAHTX vs VITLX

Both AAHTX and VITLX are mutual funds. AAHTX has a higher 5-year return than VITLX (13.93% vs 13.25%). Below is the comparison between AAHTX and VITLX.

AAHTX VITLX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2045 U.S. Balanced: Target-Date 2045
Family American Funds Vanguard
Net Assets $2.00B $40.24B
Expense Ratio 0.34% 0.00%
Management Style active active
Dividend Yield 0.64% 1.50%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return 11.53% 12.04%
1-Year Return 3.16% 3.30%
3-Year Return 14.19% 13.43%
5-Year Return 13.93% 13.25%
10-Year Return 11.71% N/A

AAHTX description

The Fund seeks to provide for investors that plan to retire in 2045. 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.

AAHTX performance & returns

YTD Return 11.53%
1-Month Return 0.76%
3-Month Return 3.16%
1-Year Return 3.16%
3-Year Return 14.19%
5-Year Return 13.93%
10-Year Return 11.71%
AAHTX expense ratio is 0.34%.

AAHTX holdings

Top 10 Holdings (70.05% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.93%
American Funds Invmt Co of Amer R6 RICGX 7.79%
American Funds SMALLCAP World R6 RLLGX 7.57%
American Funds Growth Fund of Amer R6 RGAGX 7.34%
American Funds New Perspective R6 RNPGX 7.31%
American Funds AMCAP R6 RAFGX 6.87%
American Funds Fundamental Invs R6 RFNGX 6.79%
American Funds American Mutual R6 RMFGX 6.78%
American Funds American Balanced R6 RLBGX 5.89%
American Funds Capital World Gr&Inc R6 RWIGX 5.78%

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VITLX 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 2045.

VITLX performance & returns

YTD Return 12.04%
1-Month Return 0.63%
3-Month Return 3.30%
1-Year Return 3.30%
3-Year Return 13.43%
5-Year Return 13.25%
10-Year Return N/A
VITLX expense ratio is N/A.

VITLX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 53.36%
Vanguard Total Intl Stock Index Inv VGTSX 35.62%
Vanguard Total Bond Market II Idx Inv VTBIX 6.32%
Vanguard Total Intl Bd Idx Admiral™ VTABX 3.09%
Cmt Market Liquidity Rate N/A 1.61%

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