DITFX
Price
$22.90
Change
+$0.10 (+0.44%)
Updated
Jun 27 closing price
Net Assets
37.52B
SWNRX
Price
$18.32
Change
+$0.10 (+0.55%)
Updated
Jun 27 closing price
Net Assets
344.03M
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DITFX vs SWNRX

Header iconDITFX vs SWNRX Comparison
Open Charts DITFX vs SWNRXBanner chart's image
American Funds 2050 Trgt Date Retire F3
Price$22.90
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets37.52B
Schwab Target 2050
Price$18.32
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets344.03M
DITFX vs SWNRX Comparison Chart in %
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DITFX vs. SWNRX commentary
Jun 30, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DITFX is a Hold and SWNRX is a Hold.

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FUNDAMENTALS
Fundamentals
DITFX has more cash in the bank: 37.5B vs. SWNRX (344M). SWNRX pays higher dividends than DITFX: SWNRX (1.76) vs DITFX (1.28). DITFX was incepted earlier than SWNRX: DITFX (8 years) vs SWNRX (12 years). SWNRX (0.58) is less costly to investors than DITFX (0.37). DITFX is a more actively managed with annual turnover of: 5.00 vs. SWNRX (2.00). SWNRX has a lower initial minimum investment than DITFX: SWNRX (0) vs DITFX (1000000). DITFX annual gain was more profitable for investors over the last year : 13.24 vs. SWNRX (11.57). DITFX (52.28) and SWNRX (51.39) have equivalent 5 years return.
DITFXSWNRXDITFX / SWNRX
Total Expense Ratio0.370.5567%
Annual Report Gross Expense Ratio0.370.5864%
Fund Existence8 years12 years-
Gain YTD10.0968.660117%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets37.5B344M10,901%
Annual Yield % from dividends1.281.7673%
Returns for 1 year13.2411.57114%
Returns for 3 years40.9635.09117%
Returns for 5 years52.2851.39102%
Returns for 10 yearsN/A61.60-
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