SWQRX
Price
$12.15
Change
+$0.02 (+0.16%)
Updated
Jul 8 closing price
Net Assets
32.6M
VLXVX
Price
$37.04
Change
+$0.07 (+0.19%)
Updated
Jul 8 closing price
Net Assets
11.41B
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SWQRX vs VLXVX

Header iconSWQRX vs VLXVX Comparison
Open Charts SWQRX vs VLXVXBanner chart's image
Schwab Target 2065
Price$12.15
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets32.6M
Vanguard Target Retirement 2065 Fund
Price$37.04
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets11.41B
SWQRX vs VLXVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VLXVX has more cash in the bank: 11.4B vs. SWQRX (32.6M). VLXVX pays higher dividends than SWQRX: VLXVX (1.88) vs SWQRX (1.55). SWQRX was incepted earlier than VLXVX: SWQRX (4 years) vs VLXVX (8 years). SWQRX (0.92) is less costly to investors than VLXVX (0.08). SWQRX is a more actively managed with annual turnover of: 7.00 vs. VLXVX (0.00). SWQRX has a lower initial minimum investment than VLXVX: SWQRX (0) vs VLXVX (1000). VLXVX annual gain was more profitable for investors over the last year : 12.03 vs. SWQRX (11.39).
SWQRXVLXVXSWQRX / VLXVX
Total Expense Ratio0.580.08725%
Annual Report Gross Expense Ratio0.920.081,150%
Fund Existence4 years8 years-
Gain YTD9.85510.17397%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.6M11.4B0%
Annual Yield % from dividends1.551.8882%
Returns for 1 year11.3912.0395%
Returns for 3 years41.3745.5191%
Returns for 5 yearsN/A62.78-
Returns for 10 yearsN/AN/A-
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