Finny logo
Dibs:
Dibs:
0

ARYIX vs VITFX

Both ARYIX and VITFX are mutual funds. ARYIX has a lower 5-year return than VITFX (10.28% vs 12.22%). Below is the comparison between ARYIX and VITFX.

ARYIX VITFX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2035 U.S. Balanced: Target-Date 2035
Family American Century Investments Vanguard
Net Assets $748.90M $52.40B
Expense Ratio 0.81% 0.00%
Management Style active active
Dividend Yield 0.93% 1.56%
Minimum Investment $3,000.00 $100,000,000.00
YTD Return 9.02% 10.79%
1-Year Return 1.32% 1.27%
3-Year Return 12.18% 13.84%
5-Year Return 10.28% 12.22%
10-Year Return 9.49% N/A

ARYIX description

The Fund seeks income and capital appreciation by investing in a blend of equity and fixed income securities as well as cash equivalents. The portfolio will become more conservative as the target year approaches.

ARYIX performance & returns

YTD Return 9.02%
1-Month Return -0.59%
3-Month Return 1.32%
1-Year Return 1.32%
3-Year Return 12.18%
5-Year Return 10.28%
10-Year Return 9.49%
ARYIX expense ratio is 0.81%.

ARYIX holdings

Top 10 Holdings (69.80% of Total Assets)

Name Symbol % Assets
American Century NT Diversified Bond G ACLDX 16.94%
American Century NT Large Co Val G ACLLX 9.53%
American Century Sustainable Equity G AFEGX 7.41%
American Century Global Bond G AGBGX 6.58%
American Century NT Mid Cap Value G ACLMX 5.77%
American Century NT Growth G ACLTX 5.53%
American Century NT International Gr G ACLNX 5.15%
American Century US Government MMkt Fd G AGGXX 4.83%
American Century NT Equity Growth G ACLEX 4.03%
American Century NT High Income G AHGNX 4.03%

Other relevant ARYIX comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

VITFX 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 2035.

VITFX performance & returns

YTD Return 10.79%
1-Month Return -0.66%
3-Month Return 1.27%
1-Year Return 1.27%
3-Year Return 13.84%
5-Year Return 12.22%
10-Year Return N/A
VITFX expense ratio is N/A.

VITFX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 44.33%
Vanguard Total Intl Stock Index Inv VGTSX 29.63%
Vanguard Total Bond Market II Idx Inv VTBIX 16.64%
Vanguard Total Intl Bd Idx Admiral™ VTABX 7.80%
Cmt Market Liquidity Rate N/A 1.60%

Other relevant VITFX comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us