Finny logo
Dibs:
Dibs:
0

AACTX vs SWCRX

Both AACTX and SWCRX are mutual funds. AACTX has a higher 5-year return than SWCRX (8.31% vs 8.25%). Below is the comparison between AACTX and SWCRX.

AACTX SWCRX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family American Funds Schwab Funds
Net Assets $2.64B $536.50M
Expense Ratio 0.35% 0.00%
Management Style active active
Dividend Yield 2.13% 1.87%
Minimum Investment $1,000.00 $1,000.00
YTD Return 7.13% 6.17%
1-Year Return 2.43% 2.89%
3-Year Return 9.32% 9.08%
5-Year Return 8.31% 8.25%
10-Year Return 8.13% 7.60%

AACTX description

The Fund seeks to provide for investors that plan to retire in 2020. 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.

AACTX performance & returns

YTD Return 7.13%
1-Month Return 0.89%
3-Month Return 2.43%
1-Year Return 2.43%
3-Year Return 9.32%
5-Year Return 8.31%
10-Year Return 8.13%
AACTX expense ratio is 0.35%.

AACTX holdings

Top 10 Holdings (69.73% of Total Assets)

Name Symbol % Assets
American Funds Income Fund of Amer R6 RIDGX 9.45%
American Funds Capital Income Bldr R6 RIRGX 9.26%
American Funds Interm Bd Fd of Amer R6 RBOGX 8.97%
American Funds Bond Fund of Amer R6 RBFGX 7.98%
American Funds Inflation Linked Bd R6 RILFX 6.99%
American Funds American Mutual R6 RMFGX 6.02%
American Funds Mortgage R6 RMAGX 5.97%
American Funds Washington Mutual R6 RWMGX 5.05%
American Funds American High-Inc R6 RITGX 5.05%
American Funds Invmt Co of Amer R6 RICGX 4.99%

Other relevant AACTX comparisons

You may also want to check out the following AACTX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

SWCRX description

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund seeks to achieve its investment objective by investing in a combination of underlying funds in accordance with its target portfolio allocation.

SWCRX performance & returns

YTD Return 6.17%
1-Month Return 1.20%
3-Month Return 2.89%
1-Year Return 2.89%
3-Year Return 9.08%
5-Year Return 8.25%
10-Year Return 7.60%
SWCRX expense ratio is N/A.

SWCRX holdings

Top 10 Holdings (84.71% of Total Assets)

Name Symbol % Assets
Schwab US Aggregate Bond Index SWAGX 24.00%
Schwab® S&P 500 Index SWPPX 11.47%
Metropolitan West Total Return Bd I MWTIX 9.26%
Schwab Short-Term Bond Index SWSBX 9.11%
Laudus International MarketMasters SWMIX 7.70%
Schwab® Treasury Infl Protected Secs Idx SWRSX 5.88%
Schwab Core Equity SWANX 5.12%
Baird Aggregate Bond Inst BAGIX 4.37%
Schwab® International Core Equity SICNX 3.90%
ClearBridge Large Cap Growth IS LSITX 3.90%

Other relevant SWCRX comparisons

You may also want to check out the following SWCRX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us