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AANTX vs FTANX
Both AANTX and FTANX are mutual funds. AANTX has a higher 5-year return than FTANX (14.48% vs 7.14%). AANTX has a lower expense ratio than FTANX (0.38% vs 0.52%). Below is the comparison between AANTX and FTANX.
| AANTX | FTANX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | U.S. Balanced: — | U.S. Balanced: — |
| Family | American Funds | Fidelity Investments |
| Net Assets | $485.60M | $2.32B |
| Expense Ratio | 0.38% | 0.52% |
| Management Style | active | active |
| Dividend Yield | 0.55% | 1.33% |
| Minimum Investment | $1,000.00 | $2,500.00 |
| YTD Return | 7.12% | 1.41% |
| 1-Year Return | 4.86% | 0.92% |
| 3-Year Return | 14.36% | 7.76% |
| 5-Year Return | 14.48% | 7.14% |
| 10-Year Return | N/A | 5.71% |
AANTX description
The Fund seeks to provide for investors that plan to retire in 2060. 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.
AANTX performance & returns
| YTD Return | 7.12% |
| 1-Month Return | 4.53% |
| 3-Month Return | 4.86% |
| 1-Year Return | 4.86% |
| 3-Year Return | 14.36% |
| 5-Year Return | 14.48% |
| 10-Year Return | N/A |
AANTX expense ratio is 0.38%.
AANTX holdings
Top 10 Holdings (74.14% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| American Funds Washington Mutual R6 | RWMGX | 9.00% |
| American Funds Invmt Co of Amer R6 | RICGX | 8.99% |
| American Funds American Mutual R6 | RMFGX | 8.00% |
| American Funds Fundamental Invs R6 | RFNGX | 7.99% |
| American Funds SMALLCAP World R6 | RLLGX | 7.09% |
| American Funds Growth Fund of Amer R6 | RGAGX | 7.04% |
| American Funds New Perspective R6 | RNPGX | 6.99% |
| American Funds Capital World Gr&Inc R6 | RWIGX | 6.99% |
| American Funds AMCAP R6 | RAFGX | 6.99% |
| American Funds US Government Sec R6 | RGVGX | 5.06% |
Other relevant AANTX comparisons
You may also want to check out the following AANTX comparisons that investors often look for on Finny
- AANTX vs VTTSX
- AANTX vs VILVX
- AANTX vs VASIX
- AANTX vs FASIX
- AANTX vs MUTHX
- AANTX vs TESIX
- AANTX vs BEGRX
- AANTX vs FTANX
- AANTX vs PIRMX
- AANTX vs TRRLX
Or use Finny Compare Wizard to create a comparison you’d like to see.
FTANX description
The Fund seeks a high level of current income by allocating its assets among stocks, bonds, short-term instruments and other investments by maintaining a neutral mix over time of 30% of assets in stocks, 50% of assets in bonds, and 20% of assets in short-term and money market instruments.
FTANX performance & returns
| YTD Return | 1.41% |
| 1-Month Return | 1.49% |
| 3-Month Return | 0.92% |
| 1-Year Return | 0.92% |
| 3-Year Return | 7.76% |
| 5-Year Return | 7.14% |
| 10-Year Return | 5.71% |
FTANX expense ratio is 0.52%.
FTANX holdings
Top 10 Holdings (17.53% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Fidelity Revere Str Tr | N/A | 5.34% |
| United States Treasury Bonds 3% | N/A | 2.27% |
| Umbs 3.5% 30 Year | N/A | 2.15% |
| Fidelity Cent Invt Portfolios Ii | N/A | 1.46% |
| United States Treasury Notes 2.62% | N/A | 1.42% |
| Microsoft Corp | MSFT | 1.33% |
| iShares MSCI Japan ETF | EWJ | 1.32% |
| Apple Inc | AAPL | 1.23% |
| United States Treasury Notes 0.12% | N/A | 1.01% |
Other relevant FTANX comparisons
You may also want to check out the following FTANX comparisons that investors often look for on Finny
- FTANX vs VTTSX
- FTANX vs VILVX
- FTANX vs VASIX
- FTANX vs FASIX
- FTANX vs MUTHX
- FTANX vs TESIX
- FTANX vs BEGRX
- FTANX vs PIRMX
- FTANX vs TRRLX
- FTANX vs IAAAX
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.
