ARWIX vs VRIVX

Both ARWIX and VRIVX are mutual funds. ARWIX has a lower 5-year return than VRIVX (5.01% vs 10.41%). Below is the comparison between ARWIX and VRIVX.

ARWIX VRIVX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2025 U.S. Balanced: Target-Date 2025
Family American Century Investments Vanguard
Net Assets $750.90M N/A
Expense Ratio 0.76% N/A
Management Style active active
Dividend Yield 3.99% N/A
Minimum Investment $3,000.00 $100,000,000.00
YTD Return -11.91% -4.59%
1-Year Return -7.36% -4.55%
3-Year Return 5.13% 10.58%
5-Year Return 5.01% 10.41%
10-Year Return 6.43% N/A

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?

Other relevant ARWIX comparisons

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VRIVX

VRIVX description

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VRIVX performance & returns

YTD Return -4.59%
1-Month Return -3.74%
3-Month Return -4.55%
1-Year Return -4.55%
3-Year Return 10.58%
5-Year Return 10.41%
10-Year Return N/A
VRIVX expense ratio is N/A.

VRIVX holdings

Top 10 Holdings (100.01% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 35.12%
Vanguard Total Bond Market II Idx Inv VTBIX 27.52%
Vanguard Total Intl Stock Index Inv VGTSX 23.54%
Vanguard Total Intl Bd Idx Admiral™ VTABX 11.85%
Cmt Market Liquidity Rate N/A 1.49%
Vanguard Shrt-Term Infl-Prot Sec Idx Adm VTAPX 0.49%

VRIVX pros

The following are VRIVX strengths from our perspective:

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

VRIVX cons

The following are VRIVX weaknesses from our perspective:

  • VRIVX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VRIVX comparisons

You may also want to check out the following VRIVX comparisons that investors often look for on Finny

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