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PBZAX vs VITWX
Both PBZAX and VITWX are mutual funds. PBZAX has a lower 5-year return than VITWX (5.56% vs 9.42%). Below is the comparison between PBZAX and VITWX.
PBZAX | VITWX | |
---|---|---|
Security Type | ETF | ETF |
Segment | U.S. Balanced: Target-Date 2020 | U.S. Balanced: Target-Date 2020 |
Family | PIMCO | Vanguard |
Net Assets | N/A | $28.12B |
Expense Ratio | N/A | 0.00% |
Management Style | active | active |
Dividend Yield | N/A | 1.64% |
Minimum Investment | $1,000.00 | $100,000,000.00 |
YTD Return | 16.51% | 3.05% |
1-Year Return | 3.59% | 1.92% |
3-Year Return | 7.79% | 9.52% |
5-Year Return | 5.56% | 9.42% |
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 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
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VITWX description
The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2020.
VITWX performance & returns
YTD Return | 3.05% |
1-Month Return | 2.31% |
3-Month Return | 1.92% |
1-Year Return | 1.92% |
3-Year Return | 9.52% |
5-Year Return | 9.42% |
10-Year Return | N/A |
VITWX holdings
Top 10 Holdings (100.00% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Vanguard Total Bond Market II Idx Inv | VTBIX | 29.21% |
Vanguard Total Stock Market Idx I | VITSX | 28.78% |
Vanguard Total Intl Stock Index Inv | VGTSX | 19.55% |
Vanguard Total Intl Bd Idx Admiral⢠| VTABX | 12.66% |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | VTAPX | 8.30% |
Cmt Market Liquidity Rate | N/A | 1.50% |
Other relevant VITWX comparisons
You may also want to check out the following VITWX comparisons that investors often look for on Finny
- VITWX vs VTWNX
- VITWX vs TRRBX
- VITWX vs FFFDX
- VITWX vs TLWIX
- VITWX vs TCWIX
- VITWX vs AACTX
- VITWX vs FDIFX
- VITWX vs SWCRX
- VITWX vs SWYLX
- VITWX vs TRRUX
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