AAOTX
Price
$19.34
Change
+$0.12 (+0.62%)
Updated
Jul 9 closing price
Net Assets
5.11B
SWQRX
Price
$12.22
Change
+$0.07 (+0.58%)
Updated
Jul 9 closing price
Net Assets
32.71M
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AAOTX vs SWQRX

Header iconAAOTX vs SWQRX Comparison
Open Charts AAOTX vs SWQRXBanner chart's image
American Funds 2065 Trgt Date Retire A
Price$19.34
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets5.11B
Schwab Target 2065
Price$12.22
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets32.71M
AAOTX vs SWQRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 5.12B vs. SWQRX (32.7M). SWQRX pays higher dividends than AAOTX: SWQRX (1.55) vs AAOTX (0.75). AAOTX was incepted earlier than SWQRX: AAOTX (5 years) vs SWQRX (4 years). SWQRX (0.92) is less costly to investors than AAOTX (0.74). SWQRX is a more actively managed with annual turnover of: 7.00 vs. AAOTX (4.00). SWQRX has a lower initial minimum investment than AAOTX: SWQRX (0) vs AAOTX (250). AAOTX annual gain was more profitable for investors over the last year : 13.42 vs. SWQRX (12.14).
AAOTXSWQRXAAOTX / SWQRX
Total Expense Ratio0.740.58128%
Annual Report Gross Expense Ratio0.740.9280%
Fund Existence5 years4 years-
Gain YTD11.27710.488108%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets5.12B32.7M15,642%
Annual Yield % from dividends0.751.5548%
Returns for 1 year13.4212.14111%
Returns for 3 years47.5642.19113%
Returns for 5 years59.85N/A-
Returns for 10 yearsN/AN/A-
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