ARWIX vs TRRHX

Both ARWIX and TRRHX are mutual funds. ARWIX has a lower 5-year return than TRRHX (5.01% vs 10.55%). ARWIX has a higher expense ratio than TRRHX (0.76% vs 0.61%). Below is the comparison between ARWIX and TRRHX.

ARWIX TRRHX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Family American Century Investments T. Rowe Price
Net Assets $750.90M $11.82B
Expense Ratio 0.76% 0.61%
Management Style active active
Dividend Yield 3.99% 1.57%
Minimum Investment $3,000.00 $2,500.00
YTD Return -11.91% -5.48%
1-Year Return -7.36% -5.43%
3-Year Return 5.13% 10.53%
5-Year Return 5.01% 10.55%
10-Year Return 6.43% 8.98%

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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TRRHX

TRRHX description

The Fund seeks to provide the highest total return over time consistent with an emphasis on both capital growth and income.

TRRHX performance & returns

YTD Return -5.48%
1-Month Return -0.22%
3-Month Return -5.43%
1-Year Return -5.43%
3-Year Return 10.53%
5-Year Return 10.55%
10-Year Return 8.98%
TRRHX expense ratio is 0.61%.

TRRHX holdings

Top 10 Holdings (75.55% of Total Assets)

Name Symbol % Assets
T. Rowe Price Equity Index 500 Z TRHZX 15.05%
T. Rowe Price New Income Z TRVZX 12.57%
T. Rowe Price Growth Stock Z TRJZX 10.72%
T. Rowe Price Value Z TRZAX 10.07%
T. Rowe Price Overseas Stock Z TRZSX 5.52%
T. Rowe Price International Stock Z TRNZX 5.40%
T. Rowe Price International Value Eq Z TROZX 5.33%
T. Rowe Price Intl Bd (USD Hdgd) Z TRMZX 4.02%
T. Rowe Price Ltd Dur Infl Focus Bd Z TRPZX 3.70%
T. Rowe Price Emerging Markets Stock Z TRGZX 3.17%

TRRHX pros

The following are TRRHX strengths from our perspective:

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

TRRHX cons

The following are TRRHX weaknesses from our perspective:

  • TRRHX expense ratio is 0.61%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant TRRHX comparisons

You may also want to check out the following TRRHX 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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