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ARYIX vs AAFTX

Both AAFTX and ARYIX are mutual funds. AAFTX has a higher 5-year return than ARYIX (13.44% vs 10.38%). AAFTX has a lower expense ratio than ARYIX (0.35% vs 0.81%). Below is the comparison between AAFTX and ARYIX.

AAFTX ARYIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family American Funds American Century Investments
Net Assets $3.03B $739.60M
Expense Ratio 0.35% 0.81%
Management Style active active
Dividend Yield 0.90% 0.94%
Minimum Investment $1,000.00 $3,000.00
YTD Return 9.30% 7.06%
1-Year Return 5.46% 4.46%
3-Year Return 12.75% 10.24%
5-Year Return 13.44% 10.38%
10-Year Return 11.19% 8.92%

AAFTX description

The Fund seeks to provide for investors that plan to retire in 2035. 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.

AAFTX performance & returns

YTD Return 9.30%
1-Month Return 2.47%
3-Month Return 5.46%
1-Year Return 5.46%
3-Year Return 12.75%
5-Year Return 13.44%
10-Year Return 11.19%
AAFTX expense ratio is 0.35%.

AAFTX holdings

Top 10 Holdings (65.06% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.99%
American Funds US Government Sec R6 RGVGX 7.90%
American Funds Invmt Co of Amer R6 RICGX 7.00%
American Funds New Perspective R6 RNPGX 6.82%
American Funds Fundamental Invs R6 RFNGX 6.00%
American Funds American Mutual R6 RMFGX 5.98%
American Funds American Balanced R6 RLBGX 5.97%
American Funds Global Balanced R6 RGBGX 5.96%
American Funds Growth Fund of Amer R6 RGAGX 5.81%
American Funds AMCAP R6 RAFGX 5.63%

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ARYIX description

The Fund seeks income and capital appreciation by investing in a blend of equity and fixed income securities as well as cash equivalents. The portfolio will become more conservative as the target year approaches.

ARYIX performance & returns

YTD Return 7.06%
1-Month Return 2.09%
3-Month Return 4.46%
1-Year Return 4.46%
3-Year Return 10.24%
5-Year Return 10.38%
10-Year Return 8.92%
ARYIX expense ratio is 0.81%.

ARYIX holdings

Top 10 Holdings (69.80% of Total Assets)

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 16.94%
American Century NT Large Co Val G ACLLX 9.53%
American Century Sustainable Equity G AFEGX 7.41%
American Century Global Bond G AGBGX 6.58%
American Century NT Mid Cap Value G ACLMX 5.77%
American Century NT Growth G ACLTX 5.53%
American Century NT International Gr G ACLNX 5.15%
American Century US Government MMkt Fd G AGGXX 4.83%
American Century NT High Income G AHGNX 4.03%
American Century NT Equity Growth G ACLEX 4.03%

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