ARWIX vs FITWX

Both ARWIX and FITWX are mutual funds. ARWIX has a lower 5-year return than FITWX (5.01% vs 5.92%). ARWIX has a higher expense ratio than FITWX (0.76% vs 0.64%). Below is the comparison between ARWIX and FITWX.

ARWIX FITWX
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 $950.40M
Expense Ratio 0.76% 0.64%
Management Style active active
Dividend Yield 3.99% 2.60%
Minimum Investment $3,000.00 $2,500.00
YTD Return -11.91% -13.61%
1-Year Return -7.36% -9.02%
3-Year Return 5.13% 6.06%
5-Year Return 5.01% 5.92%
10-Year Return 6.43% 7.51%

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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FITWX

FITWX description

The Fund seeks high total return with a secondary objective of principal preservation. The Fund will Invest in a combination of Fidelity equity, fixed-income, and money market/short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2025.

FITWX performance & returns

YTD Return -13.61%
1-Month Return -6.01%
3-Month Return -9.02%
1-Year Return -9.02%
3-Year Return 6.06%
5-Year Return 5.92%
10-Year Return 7.51%
FITWX expense ratio is 0.64%.

FITWX holdings

Top 10 Holdings (71.38% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 23.59%
Fidelity® Series Emerging Markets Opps FEMSX 10.27%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 6.30%
Fidelity® Series Large Cap Stock FGLGX 5.97%
Fidelity® Series International Growth FIGSX 4.49%
Fidelity® Series Overseas FSOSX 4.46%
Fidelity® Series International Value FINVX 4.36%
Fidelity® Series Opportunistic Insights FVWSX 4.10%
Fidelity® Series Value Discovery FNKLX 3.95%
Fidelity® Series Government Money Mkt FGNXX 3.89%

FITWX pros

The following are FITWX strengths from our perspective:

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

FITWX cons

The following are FITWX weaknesses from our perspective:

  • FITWX net assets are $950.40 million. This fund is not a popular choice with retail investors.
  • FITWX 3-year return is 6.06%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • FITWX 5-year return is 5.92%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • FITWX 10-year return is 7.51%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • FITWX 15-year return is 4.88%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • FITWX 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 FITWX comparisons

You may also want to check out the following FITWX 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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