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AANTX vs VILVX

Both AANTX and VILVX are mutual funds. AANTX has a higher 5-year return than VILVX (14.48% vs 13.8%). Below is the comparison between AANTX and VILVX.

AANTX VILVX
Security Type ETF ETF
Segment U.S. Balanced: — U.S. Balanced: —
Family American Funds Vanguard
Net Assets $485.60M $5.95B
Expense Ratio 0.38% 0.00%
Management Style active active
Dividend Yield 0.55% 1.50%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return 7.12% 7.60%
1-Year Return 4.86% 4.95%
3-Year Return 14.36% 13.43%
5-Year Return 14.48% 13.80%
10-Year Return N/A N/A

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%

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VILVX 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 2060.

VILVX performance & returns

YTD Return 7.60%
1-Month Return 4.28%
3-Month Return 4.95%
1-Year Return 4.95%
3-Year Return 13.43%
5-Year Return 13.80%
10-Year Return N/A
VILVX expense ratio is N/A.

VILVX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 53.29%
Vanguard Total Intl Stock Index Inv VGTSX 35.60%
Vanguard Total Bond Market II Idx Inv VTBIX 6.74%
Vanguard Total Intl Bd Idx Admiralâ„¢ VTABX 2.76%
Cmt Market Liquidity Rate N/A 1.61%

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