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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 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%

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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 expense ratio is 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 Admiralâ„¢ VTABX 12.66%
Vanguard Shrt-Term Infl-Prot Sec Idx Adm VTAPX 8.30%
Cmt Market Liquidity Rate N/A 1.50%

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