ARWIX vs TCYIX

Both ARWIX and TCYIX are mutual funds. ARWIX has a lower 5-year return than TCYIX (5.01% vs 5.9%). ARWIX has a higher expense ratio than TCYIX (0.76% vs 0.3%). Below is the comparison between ARWIX and TCYIX.

ARWIX TCYIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Family American Century Investments TIAA Investments
Net Assets $750.90M $3.49B
Expense Ratio 0.76% 0.30%
Management Style active active
Dividend Yield 3.99% 3.93%
Minimum Investment $3,000.00 $2,000,000.00
YTD Return -11.91% -12.91%
1-Year Return -7.36% -7.80%
3-Year Return 5.13% 5.93%
5-Year Return 5.01% 5.90%
10-Year Return 6.43% 7.99%

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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TCYIX

TCYIX description

The Fund seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2025.

TCYIX performance & returns

YTD Return -12.91%
1-Month Return -5.99%
3-Month Return -7.80%
1-Year Return -7.80%
3-Year Return 5.93%
5-Year Return 5.90%
10-Year Return 7.99%
TCYIX expense ratio is 0.3%.

TCYIX holdings

Top 10 Holdings (68.68% of Total Assets)

Name Symbol % Assets
TIAA-CREF Core Bond W TBBWX 17.17%
TIAA-CREF Core Plus Bond W TCBWX 10.95%
TIAA-CREF Large-Cap Growth W TILWX 6.77%
TIAA-CREF Growth & Income W TGIWX 6.72%
TIAA-CREF Large-Cap Value W TRLWX 6.22%
Nuveen Dividend Value R6 FFEFX 4.29%
Tiaa Cref Real Property Fnd Lp N/A 4.17%
TIAA-CREF Short-Term Bond W TCTWX 4.16%
TIAA-CREF Inflation Link Bd W TIIWX 4.15%
TIAA-CREF International Eq W TIEWX 4.08%

TCYIX pros

The following are TCYIX strengths from our perspective:

  • TCYIX 3-year return is 5.93%, which is higher than the 3-year return of the benchmark index (S&P Target Date 2025 TR USD), 5.68%.
  • TCYIX 5-year return is 5.9%, which is higher than the 5-year return of the benchmark index (S&P Target Date 2025 TR USD), 5.59%.
  • TCYIX 10-year return is 7.99%, which is higher than the 10-year return of the benchmark index (S&P Target Date 2025 TR USD), 7.42%.
  • TCYIX 15-year return is 5.16%, which is higher than the 15-year return of the benchmark index (S&P Target Date 2025 TR USD), 5%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

TCYIX cons

None that we could think of.

Other relevant TCYIX comparisons

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