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PBZAX vs FFFDX
Both FFFDX and PBZAX are mutual funds. FFFDX has a higher 5-year return than PBZAX (10.29% vs 5.56%). Below is the comparison between FFFDX and PBZAX.
| FFFDX | PBZAX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | U.S. Balanced: Target-Date 2020 | U.S. Balanced: Target-Date 2020 |
| Family | Fidelity Investments | PIMCO |
| Net Assets | $13.29B | N/A |
| Expense Ratio | 0.60% | N/A |
| Management Style | active | active |
| Dividend Yield | 1.13% | N/A |
| Minimum Investment | $2,500.00 | $1,000.00 |
| YTD Return | 3.79% | 16.51% |
| 1-Year Return | 2.18% | 3.59% |
| 3-Year Return | 9.97% | 7.79% |
| 5-Year Return | 10.29% | 5.56% |
| 10-Year Return | 7.44% | N/A |
FFFDX description
The Fund seeks high total return. Invests in a mix of Fidelity equity, fixed-income and money market funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2020.
FFFDX performance & returns
| YTD Return | 3.79% |
| 1-Month Return | 2.06% |
| 3-Month Return | 2.18% |
| 1-Year Return | 2.18% |
| 3-Year Return | 9.97% |
| 5-Year Return | 10.29% |
| 10-Year Return | 7.44% |
FFFDX expense ratio is 0.6%.
FFFDX holdings
Top 10 Holdings (73.59% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Fidelity® Series Investment Grade Bond | FSIGX | 26.25% |
| Fidelity® Series Emerging Markets Opps | FEMSX | 9.65% |
| Fidelity® Series Infl-Prtct Bd Idx | FSIPX | 7.15% |
| Fidelity® Series Government Money Mkt | FGNXX | 6.26% |
| Fidelity® Series Intrinsic Opps | FDMLX | 4.43% |
| Fidelity® Series Growth Company | FCGSX | 4.23% |
| Fidelity® Series International Growth | FIGSX | 3.99% |
| Fidelity® Series Overseas | FSOSX | 3.96% |
| Fidelity® Series International Value | FINVX | 3.88% |
| Fidelity® Series Large Cap Stock | FGLGX | 3.79% |
Other relevant FFFDX comparisons
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- FFFDX vs AACTX
- FFFDX vs FDIFX
- FFFDX vs SWCRX
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- FFFDX vs TRRUX
Or use Finny Compare Wizard to create a comparison you’d like to see.
PBZAX description
PBZAX performance & returns
| YTD Return | 16.51% |
| 1-Month Return | 1.51% |
| 3-Month Return | 3.59% |
| 1-Year Return | 3.59% |
| 3-Year Return | 7.79% |
| 5-Year Return | 5.56% |
| 10-Year Return | N/A |
PBZAX expense ratio is N/A.
PBZAX holdings
Top 10 Holdings (91.64% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Vanguard Institutional Index I | VINIX | 22.18% |
| PIMCO Income Instl | PIMIX | 16.13% |
| PIMCO Long-Term Real Return Instl | PRAIX | 10.62% |
| PIMCO Total Return Instl | PTTRX | 8.67% |
| Vanguard Developed Markets Index Admiral | VTMGX | 8.64% |
| Vanguard Emerging Mkts Stock Idx Adm | VEMAX | 7.65% |
| PIMCO Long-Term US Government Instl | PGOVX | 7.22% |
| PIMCO High Yield Instl | PHIYX | 5.78% |
| PIMCO Real Return Instl | PRRIX | 2.58% |
| PIMCO International Bond (USD-Hdg) Instl | PFORX | 2.17% |
Other relevant PBZAX comparisons
You may also want to check out the following PBZAX comparisons that investors often look for on Finny
- PBZAX vs VTWNX
- PBZAX vs VITWX
- PBZAX vs TRRBX
- PBZAX vs FFFDX
- PBZAX vs TLWIX
- PBZAX vs TCWIX
- PBZAX vs AACTX
- PBZAX vs FDIFX
- PBZAX vs SWCRX
- PBZAX vs SWYLX
Or use Finny Compare Wizard 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.
