Get comparisons, analyses and forecasts for stocks, ETFs & funds
URTNX vs VITWX
Both URTNX and VITWX are mutual funds. URTNX has a lower 5-year return than VITWX (5.15% vs 9.42%). Below is the comparison between URTNX and VITWX.
URTNX | VITWX | |
---|---|---|
Security Type | ETF | ETF |
Segment | U.S. Balanced: Target-Date 2020 | U.S. Balanced: Target-Date 2020 |
Family | Victory Capital | 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 | $3,000.00 | $100,000,000.00 |
YTD Return | 6.15% | 3.05% |
1-Year Return | 2.53% | 1.92% |
3-Year Return | 5.32% | 9.52% |
5-Year Return | 5.15% | 9.42% |
10-Year Return | 5.39% | N/A |
URTNX description
null
URTNX performance & returns
YTD Return | 6.15% |
1-Month Return | 1.94% |
3-Month Return | 2.53% |
1-Year Return | 2.53% |
3-Year Return | 5.32% |
5-Year Return | 5.15% |
10-Year Return | 5.39% |
URTNX holdings
Top 10 Holdings (83.53% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
USAA Government Securities Institutional | UIGSX | 26.80% |
USAA Short-Term Bond Institutional | UISBX | 15.19% |
USAA Income Institutional | UIINX | 11.81% |
USAA Global Managed Volatility Instl | UGOFX | 9.19% |
USAA Target Managed Allocation | UTMAX | 5.51% |
USAA High Income Institutional | UIHIX | 3.88% |
Victory Market Neutral Income I | CBHIX | 3.76% |
VictoryShares USAA Core Shrt-Trm Bd ETF | USTB | 2.82% |
Victory RS International R6 | RSIRX | 2.41% |
VictoryShares USAA MSCI Intl Vl Mntm ETF | UIVM | 2.16% |
Other relevant URTNX comparisons
You may also want to check out the following URTNX comparisons that investors often look for on Finny
- URTNX vs VTWNX
- URTNX vs VITWX
- URTNX vs TRRBX
- URTNX vs FFFDX
- URTNX vs TLWIX
- URTNX vs TCWIX
- URTNX vs AACTX
- URTNX vs FDIFX
- URTNX vs SWCRX
- URTNX vs SWYLX
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
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.