ARWIX vs VTTVX

Both ARWIX and VTTVX are mutual funds. ARWIX has a lower 5-year return than VTTVX (5.01% vs 5.9%). Below is the comparison between ARWIX and VTTVX.

ARWIX VTTVX
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 $80.20B
Expense Ratio 0.76% 0.00%
Management Style active active
Dividend Yield 3.99% 2.43%
Minimum Investment $3,000.00 $1,000.00
YTD Return -11.91% -13.13%
1-Year Return -7.36% -8.26%
3-Year Return 5.13% 5.97%
5-Year Return 5.01% 5.90%
10-Year Return 6.43% 7.84%

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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VTTVX

VTTVX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2025.

VTTVX performance & returns

YTD Return -13.13%
1-Month Return -6.16%
3-Month Return -8.26%
1-Year Return -8.26%
3-Year Return 5.97%
5-Year Return 5.90%
10-Year Return 7.84%
VTTVX expense ratio is N/A.

VTTVX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Mkt Idx Inv VTSMX 35.14%
Vanguard Total Bond Market II Idx Inv VTBIX 27.73%
Vanguard Total Intl Stock Index Inv VGTSX 23.74%
Vanguard Total Intl Bd Idx Investor VTIBX 11.88%
Cmt Market Liquidity Rate N/A 1.02%
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX 0.49%

VTTVX pros

The following are VTTVX strengths from our perspective:

  • VTTVX 3-year return is 5.97%, which is higher than the 3-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 5.84%.
  • VTTVX 5-year return is 5.9%, which is higher than the 5-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 5.84%.
  • VTTVX 10-year return is 7.84%, which is higher than the 10-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7%.
  • VTTVX 15-year return is 5.27%, which is in line with the 15-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 5.42%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VTTVX cons

None that we could think of.

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