Finny logo
Dibs:
Dibs:
0

AGLMX vs VTWNX

Both AGLMX and VTWNX are mutual funds. AGLMX has a lower 5-year return than VTWNX (5.04% vs 9.47%). Below is the comparison between AGLMX and VTWNX.

AGLMX VTWNX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family Allianz Global Investors Vanguard
Net Assets N/A $28.81B
Expense Ratio N/A 0.00%
Management Style active active
Dividend Yield N/A 1.55%
Minimum Investment $5,000.00 $1,000.00
YTD Return 1.01% 5.54%
1-Year Return 9.81% 3.76%
3-Year Return 4.80% 9.53%
5-Year Return 5.04% 9.47%
10-Year Return 5.33% 8.27%

AGLMX description

null

AGLMX performance & returns

YTD Return 1.01%
1-Month Return 1.24%
3-Month Return 9.81%
1-Year Return 9.81%
3-Year Return 4.80%
5-Year Return 5.04%
10-Year Return 5.33%
AGLMX expense ratio is N/A.

AGLMX holdings

Top 10 Holdings (104.83% of Total Assets)

Name Symbol % Assets
AllianzGI Global Dynamic Allocation R6 ADYFX 69.79%
AllianzGI Core Bond R6 AOBSX 26.61%
MSCI EAFE Index Future June 20 MFSM0 2.87%
E-mini S&P 500 Futures June20 ESM0.DE 2.53%
MSCI USA Index Future June 20 FMUSM0 1.17%
E Mini Russ 2000 Jun20 Xcme 20200619 N/A 1.16%
AllianzGI Emerging Markets Sm-Cp Instl ALAIX 0.70%

Other relevant AGLMX comparisons

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

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

VTWNX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation.

VTWNX performance & returns

YTD Return 5.54%
1-Month Return 2.06%
3-Month Return 3.76%
1-Year Return 3.76%
3-Year Return 9.53%
5-Year Return 9.47%
10-Year Return 8.27%
VTWNX expense ratio is N/A.

VTWNX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Bond Market II Idx Inv VTBIX 29.50%
Vanguard Total Stock Mkt Idx Inv VTSMX 28.64%
Vanguard Total Intl Stock Index Inv VGTSX 19.73%
Vanguard Total Intl Bd Idx Investor VTIBX 12.74%
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX 8.37%
Cmt Market Liquidity Rate N/A 1.02%

Other relevant VTWNX comparisons

You may also want to check out the following VTWNX 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