{
  "page": "compare",
  "query": {
    "a": "SWMRX",
    "b": "SWJRX"
  },
  "retrieved_at": "2026-07-07T16:36:27+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 Target 2045 Fund",
    "ticker": "SWMRX",
    "slug": "SWMRX",
    "series_id": "S000039605",
    "html_url": "https://fundwatcher.app/funds/SWMRX/"
  },
  "fund_b": {
    "name": "Schwab Monthly Income Fund - Target Payout",
    "ticker": "SWJRX",
    "slug": "SWJRX",
    "series_id": "S000021072",
    "html_url": "https://fundwatcher.app/funds/SWJRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.09515236352348790923360229671",
    "coverage_b_by_a": "0.09515236352348790923360229671",
    "shared_count": 3,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "72610765.18",
        "weight": "0.19206070",
        "shared": false
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "49211596.07",
        "weight": "0.13016822",
        "shared": false
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "37004067.58",
        "weight": "0.09787842",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "32290751.20",
        "weight": "0.08541136",
        "shared": false
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "21437408.33",
        "weight": "0.05670349",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "20941851.36",
        "weight": "0.05539271",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "18061592.26",
        "weight": "0.04777421",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "17294031.00",
        "weight": "0.04574396",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "17218792.54",
        "weight": "0.04554495",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "15447386.49",
        "weight": "0.04085945",
        "shared": false
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "15319926.52",
        "weight": "0.04052231",
        "shared": false
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "10486409.05",
        "weight": "0.02773731",
        "shared": false
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "8044891.92",
        "weight": "0.02127932",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "7664681.73",
        "weight": "0.02027364",
        "shared": false
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "6851311.85",
        "weight": "0.01812221",
        "shared": false
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "6785636.54",
        "weight": "0.01794850",
        "shared": false
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "6141125.94",
        "weight": "0.01624372",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "4967665.04",
        "weight": "0.01313983",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "4918915.73",
        "weight": "0.01301089",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "4669666.83",
        "weight": "0.01235161",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "693064.02",
        "weight": "0.00183320",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "12644854.04",
        "weight": "0.20100410",
        "shared": false
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "12322040.34",
        "weight": "0.19587261",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "10827275.71",
        "weight": "0.17211166",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "7073664.00",
        "weight": "0.11244380",
        "shared": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "4406063.78",
        "weight": "0.07003931",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4357015.18",
        "weight": "0.06925963",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "4037182.12",
        "weight": "0.06417552",
        "shared": true
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3902835.91",
        "weight": "0.06203994",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "1874229.84",
        "weight": "0.02979298",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "790738.84",
        "weight": "0.01256968",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "672539.95",
        "weight": "0.01069077",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030059",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030059/0001410368-26-030059-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050048",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050048/0001410368-26-050048-index.htm"
    }
  ]
}