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
You may also want to check out the following ARWIX comparisons that investors often look for on Finny
- ARWIX vs AADTX
- ARWIX vs WDTIX
- ARWIX vs MTOKX
- ARWIX vs MTOAX
- ARWIX vs IRSLX
- ARWIX vs GVSAX
- ARWIX vs GVDAX
- ARWIX vs FTRTX
- ARWIX vs FLRFX
- ARWIX vs FITWX
Or use Finny's Comparison Tool to create a comparison you'd like to see.
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
- SWYDX vs AADTX
- SWYDX vs WDTIX
- SWYDX vs MTOKX
- SWYDX vs MTOAX
- SWYDX vs IRSLX
- SWYDX vs GVSAX
- SWYDX vs GVDAX
- SWYDX vs FTRTX
- SWYDX vs FLRFX
- SWYDX vs FITWX
Or use Finny's Comparison Tool to create a comparison you'd like to see.