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FLRMX vs SWCRX
Both FLRMX and SWCRX are mutual funds. FLRMX has a lower 5-year return than SWCRX (7.46% vs 8.4%). Below is the comparison between FLRMX and SWCRX.
| FLRMX | SWCRX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | U.S. Balanced: Target-Date 2020 | U.S. Balanced: Target-Date 2020 |
| Family | Franklin Templeton Investments | Schwab Funds |
| Net Assets | $31.40M | $531.50M |
| Expense Ratio | 0.47% | 0.00% |
| Management Style | active | active |
| Dividend Yield | 1.50% | 1.94% |
| Minimum Investment | $3,000.00 | $1,000.00 |
| YTD Return | 3.24% | 2.46% |
| 1-Year Return | 2.29% | 1.85% |
| 3-Year Return | 7.15% | 8.50% |
| 5-Year Return | 7.46% | 8.40% |
| 10-Year Return | N/A | 7.23% |
FLRMX description
The Fund seeks highest level of long-term total return consistent with its asset allocation. The Fund employs an asset allocation strategy designed for investors who are expecting to retire and who are likely to stop making new investments in the Fund around the specific target year 2020, as indicated in the Funds name.
FLRMX performance & returns
| YTD Return | 3.24% |
| 1-Month Return | 3.08% |
| 3-Month Return | 2.29% |
| 1-Year Return | 2.29% |
| 3-Year Return | 7.15% |
| 5-Year Return | 7.46% |
| 10-Year Return | N/A |
FLRMX expense ratio is 0.47%.
FLRMX holdings
Top 10 Holdings (74.42% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Franklin Liberty US Core Bond ETF | FLCB | 22.20% |
| Franklin Growth R6 | FIFRX | 10.76% |
| Franklin U.S. Core Equity Advisor | FCEUX | 9.75% |
| Franklin LibertyQ US Equity ETF | FLQL | 5.96% |
| Franklin Rising Dividends R6 | FRISX | 5.27% |
| Franklin International Core Equity Adv | FCENX | 4.73% |
| Franklin Liberty US Treasury Bond ETF | FLGV | 4.52% |
| Franklin Low Duration Total Return R6 | FLRRX | 4.00% |
| Franklin Liberty Intl Aggt Bd ETF | FLIA | 3.63% |
| Franklin Liberty Short Dur US Govt ETF | FTSD | 3.60% |
Other relevant FLRMX comparisons
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- FLRMX vs AACTX
- FLRMX vs FDIFX
- FLRMX vs SWCRX
- FLRMX vs SWYLX
Or use Finny Compare Wizard to create a comparison you’d like to see.
SWCRX description
The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund seeks to achieve its investment objective by investing in a combination of underlying funds in accordance with its target portfolio allocation.
SWCRX performance & returns
| YTD Return | 2.46% |
| 1-Month Return | 2.32% |
| 3-Month Return | 1.85% |
| 1-Year Return | 1.85% |
| 3-Year Return | 8.50% |
| 5-Year Return | 8.40% |
| 10-Year Return | 7.23% |
SWCRX expense ratio is N/A.
SWCRX holdings
Top 10 Holdings (84.71% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Schwab US Aggregate Bond Index | SWAGX | 24.00% |
| Schwab® S&P 500 Index | SWPPX | 11.47% |
| Metropolitan West Total Return Bd I | MWTIX | 9.26% |
| Schwab Short-Term Bond Index | SWSBX | 9.11% |
| Laudus International MarketMasters | SWMIX | 7.70% |
| Schwab® Treasury Infl Protected Secs Idx | SWRSX | 5.88% |
| Schwab Core Equity | SWANX | 5.12% |
| Baird Aggregate Bond Inst | BAGIX | 4.37% |
| Schwab® International Core Equity | SICNX | 3.90% |
| ClearBridge Large Cap Growth IS | LSITX | 3.90% |
Other relevant SWCRX comparisons
You may also want to check out the following SWCRX comparisons that investors often look for on Finny
- SWCRX vs VTWNX
- SWCRX vs VITWX
- SWCRX vs TRRBX
- SWCRX vs FFFDX
- SWCRX vs TLWIX
- SWCRX vs TCWIX
- SWCRX vs AACTX
- SWCRX vs FDIFX
- SWCRX vs SWYLX
- SWCRX vs TRRUX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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