Finny logo
Finny logo

PBZAX vs TCWIX

Both PBZAX and TCWIX are mutual funds. PBZAX has a lower 5-year return than TCWIX (5.56% vs 9.71%). Below is the comparison between PBZAX and TCWIX.

PBZAX TCWIX
Security Type ETF ETF
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family PIMCO TIAA Investments
Net Assets N/A $2.67B
Expense Ratio N/A 0.35%
Management Style active active
Dividend Yield N/A 2.91%
Minimum Investment $1,000.00 $2,000,000.00
YTD Return 16.51% 3.36%
1-Year Return 3.59% 2.41%
3-Year Return 7.79% 9.34%
5-Year Return 5.56% 9.71%
10-Year Return N/A 7.94%

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.

TCWIX description

The Fund seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2020.

TCWIX performance & returns

YTD Return 3.36%
1-Month Return 2.50%
3-Month Return 2.41%
1-Year Return 2.41%
3-Year Return 9.34%
5-Year Return 9.71%
10-Year Return 7.94%
TCWIX expense ratio is 0.35%.

TCWIX holdings

Top 10 Holdings (72.11% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 19.58%
TIAA-CREF Core Plus Bond W TCBWX 12.42%
TIAA-CREF Short-Term Bond W TCTWX 6.17%
TIAA-CREF Inflation Link Bd W TIIWX 6.16%
TIAA-CREF Large-Cap Growth W TILWX 5.69%
TIAA-CREF Growth & Income W TGIWX 5.65%
TIAA-CREF Large-Cap Value W TRLWX 5.24%
Tiaa Cref Real Property Fnd Lp N/A 4.16%
Nuveen Dividend Value R6 FFEFX 3.61%
TIAA-CREF International Eq W TIEWX 3.43%

Other relevant TCWIX comparisons

You may also want to check out the following TCWIX 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