CCETX vs AAETX

Both AAETX and CCETX are mutual funds. AAETX has a higher 5-year return than CCETX (11.67% vs 10.84%). AAETX has a lower expense ratio than CCETX (0.35% vs 1.09%). Below is the comparison between AAETX and CCETX.

AAETX CCETX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2030 U.S. Balanced: Target-Date 2030
Family American Funds American Funds
Net Assets $3.96B $261.00M
Expense Ratio 0.35% 1.09%
Management Style active active
Dividend Yield 1.28% 0.69%
Minimum Investment $1,000.00 $1,000.00
YTD Return 10.95% 10.32%
1-Year Return 2.59% 2.42%
3-Year Return 13.57% 12.72%
5-Year Return 11.67% 10.84%
10-Year Return 11.14% 10.32%

AAETX description

The Fund seeks to provide for investors that plan to retire in 2030. 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.

AAETX performance & returns

YTD Return 10.95%
1-Month Return 1.64%
3-Month Return 2.59%
1-Year Return 2.59%
3-Year Return 13.57%
5-Year Return 11.67%
10-Year Return 11.14%
AAETX expense ratio is 0.35%.

AAETX holdings

Top 10 Holdings (60.15% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.85%
American Funds Invmt Co of Amer R6 RICGX 7.17%
American Funds US Government Sec R6 RGVGX 6.56%
American Funds Fundamental Invs R6 RFNGX 6.13%
American Funds American Mutual R6 RMFGX 5.75%
American Funds American Balanced R6 RLBGX 5.64%
American Funds Global Balanced R6 RGBGX 5.61%
American Funds New Perspective R6 RNPGX 5.59%
American Funds Capital World Gr&Inc R6 RWIGX 5.12%
American Funds Capital World Bond R6 RCWGX 4.73%

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CCETX description

The Fund seeks to provide for investors that plan to retire in 2030. 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.

CCETX performance & returns

YTD Return 10.32%
1-Month Return 1.56%
3-Month Return 2.42%
1-Year Return 2.42%
3-Year Return 12.72%
5-Year Return 10.84%
10-Year Return 10.32%
CCETX expense ratio is 1.09%.

CCETX holdings

Top 10 Holdings (60.15% of Total Assets)

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.85%
American Funds Invmt Co of Amer R6 RICGX 7.17%
American Funds US Government Sec R6 RGVGX 6.56%
American Funds Fundamental Invs R6 RFNGX 6.13%
American Funds American Mutual R6 RMFGX 5.75%
American Funds American Balanced R6 RLBGX 5.64%
American Funds Global Balanced R6 RGBGX 5.61%
American Funds New Perspective R6 RNPGX 5.59%
American Funds Capital World Gr&Inc R6 RWIGX 5.12%
American Funds Capital World Bond R6 RCWGX 4.73%

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