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AANTX vs VASIX
Both AANTX and VASIX are mutual funds. AANTX has a higher 5-year return than VASIX (14.48% vs 5.51%). Below is the comparison between AANTX and VASIX.
| AANTX | VASIX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | U.S. Balanced: — | U.S. Balanced: — |
| Family | American Funds | Vanguard |
| Net Assets | $485.60M | $5.93B |
| Expense Ratio | 0.38% | 0.00% |
| Management Style | active | passive (index-based) |
| Dividend Yield | 0.55% | 1.65% |
| Minimum Investment | $1,000.00 | $3,000.00 |
| YTD Return | 7.12% | -0.61% |
| 1-Year Return | 4.86% | -0.55% |
| 3-Year Return | 14.36% | 6.64% |
| 5-Year Return | 14.48% | 5.51% |
| 10-Year Return | N/A | 4.94% |
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 AMCAP R6 | RAFGX | 6.99% |
| American Funds Capital World Gr&Inc R6 | RWIGX | 6.99% |
| American Funds New Perspective R6 | RNPGX | 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.
VASIX description
The Fund seeks to provide current income by investing in other Vanguard Funds. The Portfolio invests in these Funds using a fixed formula in order to provide investors with the targeted asset allocation.
VASIX performance & returns
| YTD Return | -0.61% |
| 1-Month Return | 0.91% |
| 3-Month Return | -0.55% |
| 1-Year Return | -0.55% |
| 3-Year Return | 6.64% |
| 5-Year Return | 5.51% |
| 10-Year Return | 4.94% |
VASIX expense ratio is N/A.
VASIX holdings
Top 10 Holdings (100.00% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Vanguard Total Bond Market II Idx Inv | VTBIX | 55.28% |
| Vanguard Total Intl Bd Idx Investor | VTIBX | 23.79% |
| Vanguard Total Stock Mkt Idx Inv | VTSMX | 11.49% |
| Vanguard Total Intl Stock Index Inv | VGTSX | 7.85% |
| Cmt Market Liquidity Rate | N/A | 1.59% |
Other relevant VASIX comparisons
You may also want to check out the following VASIX comparisons that investors often look for on Finny
- VASIX vs FASIX
- VASIX vs VSCGX
- VASIX vs VTINX
- VASIX vs VTTSX
- VASIX vs VILVX
- VASIX vs MUTHX
- VASIX vs TESIX
- VASIX vs BEGRX
- VASIX vs FTANX
- VASIX vs PIRMX
- VASIX vs TRRLX
- VASIX vs IAAAX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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