Finny logo
Dibs:
Dibs:
0

ABLCX vs VTTWX

Both ABLCX and VTTWX are mutual funds. ABLCX has a lower 5-year return than VTTWX (4.71% vs 11.01%). Below is the comparison between ABLCX and VTTWX.

ABLCX VTTWX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2030 U.S. Balanced: Target-Date 2030
Family Allianz Global Investors Vanguard
Net Assets N/A $54.54B
Expense Ratio N/A 0.00%
Management Style active active
Dividend Yield N/A 1.52%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return -2.00% 8.78%
1-Year Return 13.61% 3.03%
3-Year Return 4.04% 11.55%
5-Year Return 4.71% 11.01%
10-Year Return 5.45% N/A

ABLCX description

null

ABLCX performance & returns

YTD Return -2.00%
1-Month Return 1.57%
3-Month Return 13.61%
1-Year Return 13.61%
3-Year Return 4.04%
5-Year Return 4.71%
10-Year Return 5.45%
ABLCX expense ratio is N/A.

ABLCX holdings

Top 10 Holdings (102.29% of Total Assets)

Name Symbol % Assets
AllianzGI Global Dynamic Allocation R6 ADYFX 81.94%
E-mini S&P 500 Futures June20 ESM0 8.82%
MSCI EAFE Index Future June 20 MFSM0 4.00%
AllianzGI Focused Growth R6 AFGFX 2.01%
E Mini Russ 2000 Jun20 Xcme 20200619 N/A 1.62%
AllianzGI Best Styles Glbl Mgd Vol LLLLX.DE 1.56%
AllianzGI Mid-Cap Institutional DRMCX 1.03%
MSCI USA Index Future June 20 FMUSM0 0.90%
Allianzgi Instl Multi-Ser Tr N/A 0.41%

Other relevant ABLCX comparisons

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

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

VTTWX 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 2030.

VTTWX performance & returns

YTD Return 8.78%
1-Month Return 0.79%
3-Month Return 3.03%
1-Year Return 3.03%
3-Year Return 11.55%
5-Year Return 11.01%
10-Year Return N/A
VTTWX expense ratio is N/A.

VTTWX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 39.74%
Vanguard Total Intl Stock Index Inv VGTSX 26.59%
Vanguard Total Bond Market II Idx Inv VTBIX 22.35%
Vanguard Total Intl Bd Idx Admiral™ VTABX 9.71%
Cmt Market Liquidity Rate N/A 1.61%

Other relevant VTTWX comparisons

You may also want to check out the following VTTWX 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