FAITX
Price
$21.87
Change
-$0.01 (-0.05%)
Updated
Jun 5 closing price
Net Assets
36.33B
SWNRX
Price
$17.79
Change
-$0.02 (-0.11%)
Updated
Jun 5 closing price
Net Assets
335.01M
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FAITX vs SWNRX

Header iconFAITX vs SWNRX Comparison
Open Charts FAITX vs SWNRXBanner chart's image
American Funds 2050 Trgt Date Retire F1
Price$21.87
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets36.33B
Schwab Target 2050
Price$17.79
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets335.01M
FAITX vs SWNRX Comparison Chart
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FAITX vs. SWNRX commentary
Jun 06, 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 FAITX is a Hold and SWNRX is a Hold.

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FUNDAMENTALS
Fundamentals
FAITX has more cash in the bank: 36.3B vs. SWNRX (335M). SWNRX pays higher dividends than FAITX: SWNRX (1.76) vs FAITX (0.96). FAITX was incepted earlier than SWNRX: FAITX (11 years) vs SWNRX (12 years). FAITX (0.73) is less costly to investors than SWNRX (0.58). FAITX is a more actively managed with annual turnover of: 5.00 vs. SWNRX (2.00). SWNRX has a lower initial minimum investment than FAITX: SWNRX (0) vs FAITX (250). FAITX annual gain was more profitable for investors over the last year : 10.32 vs. SWNRX (9.05). SWNRX (41.00) and FAITX (40.48) have equivalent 5 years return.
FAITXSWNRXFAITX / SWNRX
Total Expense Ratio0.730.55133%
Annual Report Gross Expense Ratio0.730.58126%
Fund Existence11 years12 years-
Gain YTD6.3685.635113%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets36.3B335M10,836%
Annual Yield % from dividends0.961.7655%
Returns for 1 year10.329.05114%
Returns for 3 years26.2622.01119%
Returns for 5 years40.4841.0099%
Returns for 10 years72.0656.37128%
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