ARWIX vs AADTX
Both AADTX and ARWIX are mutual funds. AADTX has a higher 5-year return than ARWIX (5.12% vs 3.97%). Below is the comparison between AADTX and ARWIX.
| AADTX | ARWIX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Segment | U.S. Balanced: Target-Date 2025 | U.S. Balanced: Target-Date 2025 |
| Family | American Funds | American Century Investments |
| Net Assets | $3.76B | N/A |
| Expense Ratio | 0.34% | N/A |
| Management Style | active | active |
| Dividend Yield | 1.19% | N/A |
| Minimum Investment | $1,000.00 | $3,000.00 |
| YTD Return | -15.29% | -15.31% |
| 1-Year Return | -10.45% | -10.26% |
| 3-Year Return | 4.68% | 3.25% |
| 5-Year Return | 5.12% | 3.97% |
| 10-Year Return | 7.80% | 5.79% |
AADTX
AADTX description
The Fund seeks to provide for investors that plan to retire in 2025. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.
AADTX performance & returns
| YTD Return | -15.29% |
| 1-Month Return | -5.61% |
| 3-Month Return | -10.45% |
| 1-Year Return | -10.45% |
| 3-Year Return | 4.68% |
| 5-Year Return | 5.12% |
| 10-Year Return | 7.80% |
AADTX expense ratio is 0.34%.
AADTX holdings
Top 10 Holdings (59.24% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| American Funds Interm Bd Fd of Amer R6 | RBOGX | 9.01% |
| American Funds American Mutual R6 | RMFGX | 5.88% |
| American Funds Invmt Co of Amer R6 | RICGX | 5.84% |
| American Funds US Government Sec R6 | RGVGX | 5.83% |
| American Funds Washington Mutual R6 | RWMGX | 5.79% |
| American Funds American Balanced R6 | RLBGX | 5.62% |
| American Funds Global Balanced R6 | RGBGX | 5.47% |
| American Funds Bond Fund of Amer R6 | RBFGX | 5.41% |
| American Funds Inflation Linked Bd R6 | RILFX | 5.27% |
| American Funds Mortgage R6 | RMAGX | 5.12% |
AADTX pros
The following are AADTX strengths from our perspective:
- AADTX 3-year return is 4.68%, which is higher than the 3-year return of the benchmark index (S&P Target Date 2025 TR USD), 3.88%.
- AADTX 5-year return is 5.12%, which is higher than the 5-year return of the benchmark index (S&P Target Date 2025 TR USD), 4.54%.
- AADTX 10-year return is 7.8%, which is higher than the 10-year return of the benchmark index (S&P Target Date 2025 TR USD), 6.79%.
- AADTX 15-year return is 5.1%, which is higher than the 15-year return of the benchmark index (S&P Target Date 2025 TR USD), 4.68%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
AADTX cons
None that we could think of.Other relevant AADTX comparisons
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- AADTX vs WDTIX
- AADTX vs MTOKX
- AADTX vs MTOAX
- AADTX vs IRSLX
- AADTX vs GVSAX
- AADTX vs GVDAX
- AADTX vs FTRTX
- AADTX vs FLRFX
- AADTX vs FITWX
- AADTX vs FFTWX
Or use Finny's Comparison Tool to create a comparison you'd like to see.
ARWIX
ARWIX description
ARWIX performance & returns
| YTD Return | -15.31% |
| 1-Month Return | -5.20% |
| 3-Month Return | -10.26% |
| 1-Year Return | -10.26% |
| 3-Year Return | 3.25% |
| 5-Year Return | 3.97% |
| 10-Year Return | 5.79% |
ARWIX expense ratio is N/A.
ARWIX holdings
Top 10 Holdings (74.18% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| American Century NT Diversified Bond G | ACLDX | 20.46% |
| American Century NT Large Co Val G | ACLLX | 8.77% |
| American Century Global Bond G | AGBGX | 7.91% |
| American Century US Government MMkt Fd G | AGGXX | 7.79% |
| American Century Sustainable Equity G | AFEGX | 6.81% |
| American Century Short Dur Infl ProBd G | APOGX | 5.07% |
| American Century NT Growth G | ACLTX | 4.44% |
| American Century NT Mid Cap Value G | ACLMX | 4.41% |
| American Century NT Intl Val G | ANTYX | 4.28% |
| American Century NT International Gr G | ACLNX | 4.24% |
ARWIX pros
The following are ARWIX strengths from our perspective:
- ARWIX 3-year return is 3.25%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2025 TR), 3.46%.
- ARWIX 5-year return is 3.97%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2025 TR), 4.11%.
- ARWIX 10-year return is 5.79%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2025 TR), 5.99%.
- ARWIX 15-year return is 4.6%, which is higher than the 15-year return of the benchmark index (S&P Target Date To 2025 TR), 4.21%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
ARWIX cons
The following are ARWIX weaknesses from our perspective:
- ARWIX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant ARWIX comparisons
You may also want to check out the following ARWIX comparisons that investors often look for on Finny
- ARWIX vs AADTX
- ARWIX vs WDTIX
- ARWIX vs MTOKX
- ARWIX vs MTOAX
- ARWIX vs IRSLX
- ARWIX vs GVSAX
- ARWIX vs GVDAX
- ARWIX vs FTRTX
- ARWIX vs FLRFX
- ARWIX vs FITWX
Or use Finny's Comparison Tool to create a comparison you'd like to see.