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.

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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

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