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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 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
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- 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
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 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 Admiral⢠| VTABX | 2.76% |
Cmt Market Liquidity Rate | N/A | 1.61% |
Other relevant VILVX comparisons
You may also want to check out the following VILVX comparisons that investors often look for on Finny
- VILVX vs VTTSX
- VILVX vs VASIX
- VILVX vs FASIX
- VILVX vs MUTHX
- VILVX vs TESIX
- VILVX vs BEGRX
- VILVX vs FTANX
- VILVX vs PIRMX
- VILVX vs TRRLX
- VILVX vs IAAAX
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