American Century One Choice Blend+ 2055 Portfolio (AADVX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AADVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AADVX
AADVX charges 0.58% annually. There are 468 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | AADVX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | AADVX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | AADVX vs PTDIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | AADVX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | AADVX vs PMTIX |
Best Risk-Adjusted Alternatives to AADVX
AADVX has a PortfoliosLab risk / return rank of 56. There are 432 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | AADVX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | AADVX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | AADVX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | AADVX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | AADVX vs FRHMX |
Top Performing AADVX Alternatives (YTD)
AADVX is at 8.72% YTD. There are 261 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | AADVX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | AADVX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | AADVX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | AADVX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | AADVX vs FFSZX |
Lowest Volatility Alternatives to AADVX
AADVX has 12.34% 1-year volatility. There are 451 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | AADVX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | AADVX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | AADVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | AADVX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | AADVX vs FRIMX |
Lowest Drawdown Alternatives to AADVX
AADVX has a 1-year max drawdown of -9.19%. There are 509 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | AADVX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | AADVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | AADVX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | AADVX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | AADVX vs FRKMX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 13 | 1.69% | 26.59B | Nov 1981 | AADVX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 15 | 1.39% | 14.71B | Jun 1971 | AADVX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 17 | -9.28% | 1.76B | Aug 1988 | AADVX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 19 | 1.42% | 2.12B | May 2006 | AADVX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 16 | 1.80% | — | Mar 2022 | AADVX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 18 | 1.31% | 6.39B | Jun 1971 | AADVX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 4 | 4.04% | 5.37B | Nov 1987 | AADVX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 71 | 2.21% | 1.62B | Dec 1986 | AADVX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 50 | 7.80% | 6.45B | Aug 1994 | AADVX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 78 | 11.69% | 1.99B | Dec 1990 | AADVX vs BIGRX |
Often Compared With AADVX
Investors most often compare AADVX with VOO, SSFNX, FRQIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AADVX with Any Fund or Stock
Compare AADVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AADVX with funds that move differently
American Century One Choice Blend+ 2055 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AADVX.
Explore AADVX Diversifiers