ARAMX vs PBRNX

Both ARAMX and PBRNX are mutual funds. ARAMX has a lower 5-year return than PBRNX (3.8% vs 5.41%). Below is the comparison between ARAMX and PBRNX.

ARAMX PBRNX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date Retirement U.S. Balanced: Target-Date Retirement
Family Allianz Global Investors PIMCO
Net Assets N/A $186.50M
Expense Ratio N/A 0.03%
Management Style active active
Dividend Yield N/A 3.90%
Minimum Investment $5,000.00 $25,000.00
YTD Return -0.09% -12.73%
1-Year Return 5.67% -8.77%
3-Year Return 2.63% 5.75%
5-Year Return 3.80% 5.41%
10-Year Return N/A N/A

ARAMX

ARAMX description

null

ARAMX performance & returns

YTD Return -0.09%
1-Month Return 1.71%
3-Month Return 5.67%
1-Year Return 5.67%
3-Year Return 2.63%
5-Year Return 3.80%
10-Year Return N/A
ARAMX expense ratio is N/A.

ARAMX holdings

Top 10 Holdings (69.70% of Total Assets)

Name Symbol % Assets
Us 10yr Ultra Fut Dec20 Xcbt 20201221 N/A 11.18%
Us 10yr Note (Cbt)dec20 Xcbt 20201221 N/A 10.84%
AllianzGI Short Duration High Income R6 ASHSX 9.48%
AllianzGI Prefd Secs and Inc R6 ARISX 7.01%
AllianzGI High Yield Bond Institutional AYBIX 6.83%
AllianzGI Short Term Bond Institutional ASTKX 6.04%
iShares JP Morgan USD Em Mkts Bd ETF EMB 5.22%
Future on Russell 1000 Dec20 N/A 4.88%
Euro-Btp Future Dec20 Xeur 20201208 N/A 4.57%
Future on DJ US Real Estate Dec20 N/A 3.65%

ARAMX pros

None that we could think of.

ARAMX cons

The following are ARAMX weaknesses from our perspective:

  • ARAMX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

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PBRNX

PBRNX description

The Fund seeks to maximize total return, consistent with prudent investment management. The Fund invests, under normal circumstances, substantially its assets in Institutional Class or Class M shares of any funds of the PIMCO Equity Series and PIMCO Funds, and in other affiliated funds, including funds of PIMCO ETF Trust.

PBRNX performance & returns

YTD Return -12.73%
1-Month Return -5.86%
3-Month Return -8.77%
1-Year Return -8.77%
3-Year Return 5.75%
5-Year Return 5.41%
10-Year Return N/A
PBRNX expense ratio is 0.03%.

PBRNX holdings

Top 10 Holdings (97.67% of Total Assets)

Name Symbol % Assets
Vanguard Institutional Index I VINIX 20.05%
PIMCO Income Instl PIMIX 17.72%
PIMCO Total Return Instl PTTRX 15.13%
Vanguard Developed Markets Index Instl VTMNX 10.58%
Vanguard Emerging Mkts Stock Idx Instl VEMIX 7.57%
Pimco Fds N/A 6.88%
PIMCO Real Return Instl PRRIX 6.20%
PIMCO Long-Term Real Return Instl PRAIX 5.76%
PIMCO Emerging Mkts Lcl Ccy and Bd Instl PELBX 4.82%
Dwrtft Trs Equity 1ml+26.5 Ulo N/A 2.96%

PBRNX pros

The following are PBRNX strengths from our perspective:

  • PBRNX 3-year return is 5.75%, which is higher than the 3-year return of the benchmark index (S&P Target Date Retirement Income TR USD), 3.52%.
  • PBRNX 5-year return is 5.41%, which is higher than the 5-year return of the benchmark index (S&P Target Date Retirement Income TR USD), 3.72%.
  • PBRNX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

PBRNX cons

The following are PBRNX weaknesses from our perspective:

  • PBRNX net assets are $186.50 million. This fund is not a popular choice with retail investors.

Other relevant PBRNX comparisons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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