{
  "page": "compare",
  "query": {
    "a": "SWKRX",
    "b": "SWOBX"
  },
  "retrieved_at": "2026-07-07T17:03:48+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Schwab Monthly Income Fund - Flexible Payout",
    "ticker": "SWKRX",
    "slug": "SWKRX",
    "series_id": "S000021073",
    "html_url": "https://fundwatcher.app/funds/SWKRX/"
  },
  "fund_b": {
    "name": "Schwab Balanced Fund",
    "ticker": "SWOBX",
    "slug": "SWOBX",
    "series_id": "S000006549",
    "html_url": "https://fundwatcher.app/funds/SWOBX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1920899383638754943288110440",
    "coverage_b_by_a": "0.1920899383638754943288110440",
    "shared_count": 3,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "15526166.24",
        "weight": "0.20035870",
        "shared": false
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "15287949.14",
        "weight": "0.19728461",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "13339621.93",
        "weight": "0.17214226",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "8716630.00",
        "weight": "0.11248447",
        "shared": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "5483790.08",
        "weight": "0.07076602",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "5367049.66",
        "weight": "0.06925954",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "4908467.46",
        "weight": "0.06334173",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "4772119.10",
        "weight": "0.06158221",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "2345656.32",
        "weight": "0.03026972",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "1011228.57",
        "weight": "0.01304948",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "733171.35",
        "weight": "0.00946127",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "273118514.24",
        "weight": "0.36485987",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "198184723.90",
        "weight": "0.26475558",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "109412721.32",
        "weight": "0.14616479",
        "shared": false
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "77935412.19",
        "weight": "0.10411416",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "67093438.43",
        "weight": "0.08963033",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "17648788.15",
        "weight": "0.02357707",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "5163696.80",
        "weight": "0.00689820",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050066",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050066/0001410368-26-050066-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030069",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030069/0001410368-26-030069-index.htm"
    }
  ]
}