ARWIX vs SWYDX

Both ARWIX and SWYDX are mutual funds. ARWIX has a lower 5-year return than SWYDX (3.97% vs 4.67%). Below is the comparison between ARWIX and SWYDX.

ARWIX SWYDX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Family American Century Investments Schwab Funds
Net Assets N/A N/A
Expense Ratio N/A N/A
Management Style active active
Dividend Yield N/A N/A
Minimum Investment $3,000.00 $1,000.00
YTD Return -15.31% -16.32%
1-Year Return -10.26% -11.18%
3-Year Return 3.25% 3.73%
5-Year Return 3.97% 4.67%
10-Year Return 5.79% N/A

ARWIX

ARWIX description

ARWIX performance & returns

YTD Return -15.31%
1-Month Return -5.20%
3-Month Return -10.26%
1-Year Return -10.26%
3-Year Return 3.25%
5-Year Return 3.97%
10-Year Return 5.79%
ARWIX expense ratio is N/A.

ARWIX holdings

Top 10 Holdings (74.18% of Total Assets)

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 20.46%
American Century NT Large Co Val G ACLLX 8.77%
American Century Global Bond G AGBGX 7.91%
American Century US Government MMkt Fd G AGGXX 7.79%
American Century Sustainable Equity G AFEGX 6.81%
American Century Short Dur Infl ProBd G APOGX 5.07%
American Century NT Growth G ACLTX 4.44%
American Century NT Mid Cap Value G ACLMX 4.41%
American Century NT Intl Val G ANTYX 4.28%
American Century NT International Gr G ACLNX 4.24%

ARWIX pros

The following are ARWIX strengths from our perspective:

  • ARWIX 3-year return is 3.25%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2025 TR), 3.46%.
  • ARWIX 5-year return is 3.97%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2025 TR), 4.11%.
  • ARWIX 10-year return is 5.79%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2025 TR), 5.99%.
  • ARWIX 15-year return is 4.6%, which is higher than the 15-year return of the benchmark index (S&P Target Date To 2025 TR), 4.21%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARWIX cons

The following are ARWIX weaknesses from our perspective:

  • ARWIX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant ARWIX comparisons

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SWYDX

SWYDX description

SWYDX performance & returns

YTD Return -16.32%
1-Month Return -5.60%
3-Month Return -11.18%
1-Year Return -11.18%
3-Year Return 3.73%
5-Year Return 4.67%
10-Year Return N/A
SWYDX expense ratio is N/A.

SWYDX holdings

Top 10 Holdings (98.93% of Total Assets)

Name Symbol % Assets
Schwab US Aggregate Bond ETF™ SCHZ 36.17%
Schwab US Large-Cap ETF™ SCHX 32.17%
Schwab International Equity ETF™ SCHF 14.83%
Schwab Short-Term US Treasury ETF™ SCHO 4.29%
Schwab US REIT ETF™ SCHH 2.66%
Schwab US Small-Cap ETF™ SCHA 2.52%
Schwab US TIPS ETF™ SCHP 2.35%
Schwab Variable Share Price Money Ultra SVUXX 2.03%
Schwab Emerging Markets Equity ETF™ SCHE 1.91%

SWYDX pros

The following are SWYDX strengths from our perspective:

  • SWYDX 3-year return is 3.73%, which is higher than the 3-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 3.55%.
  • SWYDX 5-year return is 4.67%, which is higher than the 5-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 4.5%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SWYDX cons

The following are SWYDX weaknesses from our perspective:

  • SWYDX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SWYDX comparisons

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

Or use Finny's Comparison Tool 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.