American Century Investments One Choice 2040 Portfolio (ARDVX) 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 ARDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARDVX
ARDVX charges 0.83% annually. There are 555 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 2040 Fund | 0.01% | — | Feb 2001 | ARDVX vs PTDIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | ARDVX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | ARDVX vs LTFIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | ARDVX vs PLWIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | ARDVX vs JIEHX |
Best Risk-Adjusted Alternatives to ARDVX
ARDVX has a PortfoliosLab risk / return rank of 46. There are 621 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | ARDVX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | ARDVX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | ARDVX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | ARDVX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | ARDVX vs FRAMX |
Top Performing ARDVX Alternatives (YTD)
ARDVX is at 5.94% YTD. There are 499 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 | ARDVX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | ARDVX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | ARDVX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | ARDVX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.63% | — | Jun 2019 | ARDVX vs FFSZX |
Lowest Volatility Alternatives to ARDVX
ARDVX has 8.13% 1-year volatility. There are 220 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.57% | — | Nov 2015 | ARDVX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | ARDVX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | ARDVX vs FIKFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | ARDVX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | ARDVX vs FRQIX |
Lowest Drawdown Alternatives to ARDVX
ARDVX has a 1-year max drawdown of -6.58%. There are 259 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 | ARDVX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | ARDVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | ARDVX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | ARDVX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | ARDVX vs FRHMX |
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 | 14 | 3.71% | 26.59B | Nov 1981 | ARDVX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 16 | 3.14% | 14.71B | Jun 1971 | ARDVX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 22 | -11.90% | 1.76B | Aug 1988 | ARDVX vs BGEIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 17 | 3.56% | — | Mar 2022 | ARDVX vs ACIHX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 18 | 2.92% | 2.12B | May 2006 | ARDVX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 17 | 2.27% | 6.39B | Jun 1971 | ARDVX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 7.12% | 5.37B | Nov 1987 | ARDVX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 82 | 2.63% | 1.62B | Dec 1986 | ARDVX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 69 | 8.99% | 6.45B | Aug 1994 | ARDVX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 85 | 13.33% | 1.99B | Dec 1990 | ARDVX vs BIGRX |
Often Compared With ARDVX
Investors most often compare ARDVX with FRBHX, DRIJX, FNSFX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ARDVX with Any Fund or Stock
Compare ARDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARDVX with funds that move differently
American Century Investments One Choice 2040 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARDVX.
Explore ARDVX Diversifiers