FFTWX vs VTTVX

Both FFTWX and VTTVX are mutual funds. FFTWX has a higher 5-year return than VTTVX (9.01% vs 8.9%). FFTWX has a higher expense ratio than VTTVX (0.65% vs 0.13%). Below is the comparison between FFTWX and VTTVX.

FFTWX VTTVX
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Issuer Fidelity Investments Vanguard
Net Assets $11.28B $45.34B
Expense Ratio 0.65% 0.13%
Management Style active active
Dividend Yield 1.68% 2.32%
Minimum Investment $2,500.00 $1,000.00
YTD Return 10.63% 9.98%
1-Year Return 13.35% 12.12%
3-Year Return 7.96% 8.04%
5-Year Return 9.01% 8.90%
10-Year Return 8.35% 8.75%

FFTWX description

The Fund seeks high total return through investing in a combination of Fidelity equity, fixed-income, and money market funds (underlying Fidelity funds). It is targeted to investors expected to retire around the year 2025.

FFTWX performance & returns

YTD Return 10.63%
1-Month Return 8.04%
3-Month Return 5.32%
1-Year Return 13.35%
3-Year Return 7.96%
5-Year Return 9.01%
10-Year Return 8.35%
FFTWX expense ratio is 0.65%.

FFTWX holdings

Top 10 Holdings (71.83% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 23.64%
Fidelity® Series Emerging Markets Opps FEMSX 10.27%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 6.38%
Fidelity® Series Intrinsic Opps FDMLX 5.07%
Fidelity® Series Growth Company FCGSX 4.87%
Fidelity® Series International Growth FIGSX 4.49%
Fidelity® Series Overseas FSOSX 4.45%
Fidelity® Series International Value FINVX 4.35%
Fidelity® Series Large Cap Stock FGLGX 4.34%
Fidelity® Series Government Money Mkt FGNXX 3.97%

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VTTVX description

The Fund seeks capital appreciation and current income consistent with its current asset allocation. The Fund is a fund-of-funds with the asset allocation becoming more conservative over time. The allocation strategy designed is for investors planning to retire in or within a few years of 2025.

VTTVX performance & returns

YTD Return 9.98%
1-Month Return 7.65%
3-Month Return 4.45%
1-Year Return 12.12%
3-Year Return 8.04%
5-Year Return 8.90%
10-Year Return 8.75%
VTTVX expense ratio is 0.13%.

VTTVX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Mkt Idx Inv VTSMX 35.14%
Vanguard Total Bond Market II Idx Inv VTBIX 27.73%
Vanguard Total Intl Stock Index Inv VGTSX 23.74%
Vanguard Total Intl Bd Idx Investor VTIBX 11.88%
Cmt Market Liquidity Rate N/A 1.02%
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX 0.49%

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