Finny logo
Finny logo

PBZAX vs SWYLX

Both PBZAX and SWYLX are mutual funds. Below is the comparison between PBZAX and SWYLX.

PBZAX SWYLX
Security Type ETF ETF
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family PIMCO Schwab Funds
Net Assets N/A $277.70M
Expense Ratio N/A 0.03%
Management Style active active
Dividend Yield N/A 1.62%
Minimum Investment $1,000.00 $1,000.00
YTD Return 16.51% 2.39%
1-Year Return 3.59% 1.77%
3-Year Return 7.79% 8.95%
5-Year Return 5.56% N/A
10-Year Return N/A N/A

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

SWYLX description

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund invests in the underlying funds in accordance with its target portfolio allocation. These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents.

SWYLX performance & returns

YTD Return 2.39%
1-Month Return 2.24%
3-Month Return 1.77%
1-Year Return 1.77%
3-Year Return 8.95%
5-Year Return N/A
10-Year Return N/A
SWYLX expense ratio is 0.03%.

SWYLX holdings

Top 10 Holdings (98.92% of Total Assets)

Name Symbol % Assets
Schwab US Aggregate Bond ETFâ„¢ SCHZ 42.28%
Schwab US Large-Cap ETFâ„¢ SCHX 24.75%
Schwab International Equity ETFâ„¢ SCHF 11.28%
Schwab Short-Term US Treasury ETFâ„¢ SCHO 7.97%
Schwab US TIPS ETFâ„¢ SCHP 6.00%
Schwab Variable Share Price Money Ultra SVUXX 3.00%
Schwab US REIT ETFâ„¢ SCHH 1.96%
Schwab US Small-Cap ETFâ„¢ SCHA 1.68%

Other relevant SWYLX comparisons

You may also want to check out the following SWYLX comparisons that investors often look for on Finny

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.
Follow Us