ARWIX vs FFTWX

Both ARWIX and FFTWX are mutual funds. ARWIX has a lower 5-year return than FFTWX (5.01% vs 5.9%). ARWIX has a higher expense ratio than FFTWX (0.76% vs 0.64%). Below is the comparison between ARWIX and FFTWX.

ARWIX FFTWX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Family American Century Investments Fidelity Investments
Net Assets $750.90M $12.35B
Expense Ratio 0.76% 0.64%
Management Style active active
Dividend Yield 3.99% 2.73%
Minimum Investment $3,000.00 $2,500.00
YTD Return -11.91% -13.54%
1-Year Return -7.36% -9.17%
3-Year Return 5.13% 6.34%
5-Year Return 5.01% 5.90%
10-Year Return 6.43% 7.61%

ARWIX

ARWIX description

The Fund seeks the highest total return consistent with its asset mix. One Choice 2025 Portfolio is a fund of funds, meaning that it seeks to achieve its objective by investing in other American Century mutual funds , the underlying funds, that represent a variety of asset classes and investment styles.

ARWIX performance & returns

YTD Return -11.91%
1-Month Return -6.01%
3-Month Return -7.36%
1-Year Return -7.36%
3-Year Return 5.13%
5-Year Return 5.01%
10-Year Return 6.43%
ARWIX expense ratio is 0.76%.

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 5.13%, which is in line with the 3-year return of the benchmark index (S&P Target Date To 2025 TR), 5.16%.
  • ARWIX 5-year return is 5.01%, which is in line with the 5-year return of the benchmark index (S&P Target Date To 2025 TR), 5.09%.
  • ARWIX 10-year return is 6.43%, which is in line with the 10-year return of the benchmark index (S&P Target Date To 2025 TR), 6.58%.
  • 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 $750.90 million. This fund is not a popular choice with retail investors.
  • ARWIX expense ratio is 0.76%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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FFTWX

FFTWX description

The Fund seeks high total return through investing in a combination of Fidelity equity, fixed-income, and money market funds (underlying Fidelity funds). It is targeted to investors expected to retire around the year 2025.

FFTWX performance & returns

YTD Return -13.54%
1-Month Return -6.10%
3-Month Return -9.17%
1-Year Return -9.17%
3-Year Return 6.34%
5-Year Return 5.90%
10-Year Return 7.61%
FFTWX expense ratio is 0.64%.

FFTWX holdings

Top 10 Holdings (71.83% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 23.64%
Fidelity® Series Emerging Markets Opps FEMSX 10.27%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 6.38%
Fidelity® Series Intrinsic Opps FDMLX 5.07%
Fidelity® Series Growth Company FCGSX 4.87%
Fidelity® Series International Growth FIGSX 4.49%
Fidelity® Series Overseas FSOSX 4.45%
Fidelity® Series International Value FINVX 4.35%
Fidelity® Series Large Cap Stock FGLGX 4.34%
Fidelity® Series Government Money Mkt FGNXX 3.97%

FFTWX pros

The following are FFTWX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FFTWX cons

The following are FFTWX weaknesses from our perspective:

  • FFTWX 3-year return is 6.34%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • FFTWX 5-year return is 5.9%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • FFTWX 10-year return is 7.61%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • FFTWX 15-year return is 4.96%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • FFTWX expense ratio is 0.64%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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