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AABTX vs SWYBX

Both AABTX and SWYBX are mutual funds. AABTX has a higher 5-year return than SWYBX (7.85% vs 7.8%). AABTX has a higher expense ratio than SWYBX (0.34% vs 0.04%). Below is the comparison between AABTX and SWYBX.

AABTX SWYBX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2015 U.S. Balanced: Target-Date 2015
Family American Funds Schwab Funds
Net Assets $1.05B $79.40M
Expense Ratio 0.34% 0.04%
Management Style active active
Dividend Yield 2.30% 1.66%
Minimum Investment $1,000.00 $1,000.00
YTD Return 7.05% 6.08%
1-Year Return 1.29% 2.00%
3-Year Return 8.89% 8.96%
5-Year Return 7.85% 7.80%
10-Year Return 7.83% N/A

AABTX description

The Fund seeks to provide for investors that plan to retire in 2015. 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.

AABTX performance & returns

YTD Return 7.05%
1-Month Return -0.22%
3-Month Return 1.29%
1-Year Return 1.29%
3-Year Return 8.89%
5-Year Return 7.85%
10-Year Return 7.83%
AABTX expense ratio is 0.34%.

AABTX holdings

Top 10 Holdings (75.01% of Total Assets)

Name Symbol % Assets
American Funds Income Fund of Amer R6 RIDGX 12.19%
American Funds Capital Income Bldr R6 RIRGX 12.07%
American Funds Interm Bd Fd of Amer R6 RBOGX 9.50%
American Funds Bond Fund of Amer R6 RBFGX 7.71%
American Funds Inflation Linked Bd R6 RILFX 6.72%
American Funds American Mutual R6 RMFGX 5.98%
American Funds Mortgage R6 RMAGX 5.72%
American Funds American High-Inc R6 RITGX 5.19%
American Funds Washington Mutual R6 RWMGX 4.98%
American Funds Invmt Co of Amer R6 RICGX 4.95%

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SWYBX description

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund invests in the underlying funds in accordance with its target portfolio allocation. These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents.

SWYBX performance & returns

YTD Return 6.08%
1-Month Return 0.08%
3-Month Return 2.00%
1-Year Return 2.00%
3-Year Return 8.96%
5-Year Return 7.80%
10-Year Return N/A
SWYBX expense ratio is 0.04%.

SWYBX holdings

Top 10 Holdings (98.82% of Total Assets)

Name Symbol % Assets
Schwab US Aggregate Bond ETF™ SCHZ 43.32%
Schwab US Large-Cap ETF™ SCHX 23.95%
Schwab International Equity ETF™ SCHF 10.32%
Schwab Short-Term US Treasury ETF™ SCHO 8.35%
Schwab US TIPS ETF™ SCHP 6.21%
Schwab Variable Share Price Money Ultra SVUXX 3.27%
Schwab US REIT ETF™ SCHH 1.87%
Schwab US Small-Cap ETF™ SCHA 1.53%

Other relevant SWYBX comparisons

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