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ARYIX vs SWIRX

Both ARYIX and SWIRX are mutual funds. ARYIX has a lower 5-year return than SWIRX (10.38% vs 11.92%). Below is the comparison between ARYIX and SWIRX.

ARYIX SWIRX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family American Century Investments Schwab Funds
Net Assets $739.60M $590.70M
Expense Ratio 0.81% 0.00%
Management Style active active
Dividend Yield 0.94% 1.34%
Minimum Investment $3,000.00 $1,000.00
YTD Return 7.06% 9.91%
1-Year Return 4.46% 5.89%
3-Year Return 10.24% 10.89%
5-Year Return 10.38% 11.92%
10-Year Return 8.92% 10.05%

ARYIX description

The Fund seeks income and capital appreciation by investing in a blend of equity and fixed income securities as well as cash equivalents. The portfolio will become more conservative as the target year approaches.

ARYIX performance & returns

YTD Return 7.06%
1-Month Return 2.09%
3-Month Return 4.46%
1-Year Return 4.46%
3-Year Return 10.24%
5-Year Return 10.38%
10-Year Return 8.92%
ARYIX expense ratio is 0.81%.

ARYIX holdings

Top 10 Holdings (69.80% of Total Assets)

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 16.94%
American Century NT Large Co Val G ACLLX 9.53%
American Century Sustainable Equity G AFEGX 7.41%
American Century Global Bond G AGBGX 6.58%
American Century NT Mid Cap Value G ACLMX 5.77%
American Century NT Growth G ACLTX 5.53%
American Century NT International Gr G ACLNX 5.15%
American Century US Government MMkt Fd G AGGXX 4.83%
American Century NT High Income G AHGNX 4.03%
American Century NT Equity Growth G ACLEX 4.03%

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SWIRX description

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund seeks to invest their assets directly in equity, fixed income, money market and other securities in accordance with their own investment objectives and policies.

SWIRX performance & returns

YTD Return 9.91%
1-Month Return 2.89%
3-Month Return 5.89%
1-Year Return 5.89%
3-Year Return 10.89%
5-Year Return 11.92%
10-Year Return 10.05%
SWIRX expense ratio is N/A.

SWIRX holdings

Top 10 Holdings (76.43% of Total Assets)

Name Symbol % Assets
Schwab® S&P 500 Index SWPPX 14.94%
Laudus International MarketMasters SWMIX 13.34%
Schwab Core Equity SWANX 10.75%
Schwab US Aggregate Bond Index SWAGX 8.40%
Schwab® International Core Equity SICNX 7.62%
Metropolitan West Total Return Bd I MWTIX 5.45%
Dodge & Cox Stock DODGX 4.76%
ClearBridge Large Cap Growth IS LSITX 3.76%
Schwab Small-Cap Equity SWSCX 3.72%
PIMCO International Bond (USD-Hdg) Instl PFORX 3.69%

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