FCQTX
Price
$19.50
Change
+$0.13 (+0.67%)
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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FCQTX vs SWQRX

Header iconFCQTX vs SWQRX Comparison
Open Charts FCQTX vs SWQRXBanner chart's image
American Funds 2065 Trgt Date Retire F3
Price$19.50
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets5.11B
Schwab Target 2065
Price$12.22
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets32.71M
FCQTX vs SWQRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCQTX has more cash in the bank: 5.12B vs. SWQRX (32.7M). SWQRX pays higher dividends than FCQTX: SWQRX (1.55) vs FCQTX (1.01). FCQTX was incepted earlier than SWQRX: FCQTX (5 years) vs SWQRX (4 years). SWQRX (0.92) is less costly to investors than FCQTX (0.39). SWQRX is a more actively managed with annual turnover of: 7.00 vs. FCQTX (4.00). SWQRX has a lower initial minimum investment than FCQTX: SWQRX (0) vs FCQTX (1000000). FCQTX annual gain was more profitable for investors over the last year : 13.82 vs. SWQRX (12.14).
FCQTXSWQRXFCQTX / SWQRX
Total Expense Ratio0.390.5867%
Annual Report Gross Expense Ratio0.390.9242%
Fund Existence5 years4 years-
Gain YTD11.49210.488110%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.12B32.7M15,642%
Annual Yield % from dividends1.011.5565%
Returns for 1 year13.8212.14114%
Returns for 3 years48.8342.19116%
Returns for 5 years62.46N/A-
Returns for 10 yearsN/AN/A-
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