ARCVX vs TRRCX

Both ARCVX and TRRCX are mutual funds. ARCVX has a lower 5-year return than TRRCX (5.36% vs 7.08%). ARCVX has a higher expense ratio than TRRCX (0.78% vs 0.64%). Below is the comparison between ARCVX and TRRCX.

ARCVX TRRCX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2030 U.S. Balanced: Target-Date 2030
Family American Century Investments T. Rowe Price
Net Assets $445.90M $14.85B
Expense Ratio 0.78% 0.64%
Management Style active active
Dividend Yield 4.35% 1.24%
Minimum Investment $3,000.00 $2,500.00
YTD Return -12.90% -14.93%
1-Year Return -8.05% -9.46%
3-Year Return 5.54% 7.51%
5-Year Return 5.36% 7.08%
10-Year Return 6.96% 9.34%

ARCVX

ARCVX description

The Fund seeks the highest total return consistent with its asset mix. One Choice 2030 Portfolio is a fund of funds, meaning that it seeks to achieve its objective by investing in other American Century mutual funds, the underlying fund, that represent a variety of asset classes and investment styles.

ARCVX performance & returns

YTD Return -12.90%
1-Month Return -6.60%
3-Month Return -8.05%
1-Year Return -8.05%
3-Year Return 5.54%
5-Year Return 5.36%
10-Year Return 6.96%
ARCVX expense ratio is 0.78%.

ARCVX holdings

Top 10 Holdings (71.42% of Total Assets)

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 19.02%
American Century NT Large Co Val G ACLLX 9.06%
American Century Global Bond G AGBGX 7.35%
American Century Sustainable Equity G AFEGX 7.10%
American Century US Government MMkt Fd G AGGXX 5.26%
American Century NT Mid Cap Value G ACLMX 5.07%
American Century NT Growth G ACLTX 4.96%
American Century Inflation-Adjs Bond G AINGX 4.70%
American Century NT International Gr G ACLNX 4.68%
American Century NT High Income G AHGNX 4.22%

ARCVX pros

The following are ARCVX strengths from our perspective:

  • ARCVX 3-year return is 5.54%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2030 TR), 6.07%.
  • ARCVX 5-year return is 5.36%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2030 TR), 5.83%.
  • ARCVX 10-year return is 6.96%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2030 TR), 7.36%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARCVX cons

The following are ARCVX weaknesses from our perspective:

  • ARCVX net assets are $445.90 million. This fund is not a popular choice with retail investors.
  • ARCVX expense ratio is 0.78%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ARCVX comparisons

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TRRCX

TRRCX description

The Fund seeks to provide the highest total return over time consistent with an emphasis on both capital growth and income.

TRRCX performance & returns

YTD Return -14.93%
1-Month Return -7.83%
3-Month Return -9.46%
1-Year Return -9.46%
3-Year Return 7.51%
5-Year Return 7.08%
10-Year Return 9.34%
TRRCX expense ratio is 0.64%.

TRRCX holdings

Top 10 Holdings (78.47% of Total Assets)

Name Symbol % Assets
T. Rowe Price Equity Index 500 Z TRHZX 14.70%
T. Rowe Price Growth Stock Z TRJZX 13.22%
T. Rowe Price Value Z TRZAX 12.49%
T. Rowe Price New Income Z TRVZX 9.84%
T. Rowe Price Overseas Stock Z TRZSX 6.05%
T. Rowe Price International Stock Z TRNZX 6.02%
T. Rowe Price International Value Eq Z TROZX 5.85%
T. Rowe Price Emerging Markets Stock Z TRGZX 3.62%
T. Rowe Price Mid-Cap Growth Z TRQZX 3.50%
T. Rowe Price Intl Bd (USD Hdgd) Z TRMZX 3.18%

TRRCX pros

The following are TRRCX strengths from our perspective:

  • TRRCX 3-year return is 7.51%, which is higher than the 3-year return of the benchmark index (S&P Target Date 2030 TR USD), 6.44%.
  • TRRCX 5-year return is 7.08%, which is higher than the 5-year return of the benchmark index (S&P Target Date 2030 TR USD), 6.21%.
  • TRRCX 10-year return is 9.34%, which is higher than the 10-year return of the benchmark index (S&P Target Date 2030 TR USD), 8.13%.
  • TRRCX 15-year return is 6.02%, which is higher than the 15-year return of the benchmark index (S&P Target Date 2030 TR USD), 5.23%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

TRRCX cons

The following are TRRCX weaknesses from our perspective:

  • TRRCX expense ratio is 0.64%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant TRRCX comparisons

You may also want to check out the following TRRCX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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