AOCIX vs. BWBIX
Compare and contrast key facts about American Century Investments One Choice Portfolio: Conservative (AOCIX) and Baron WealthBuilder Fund (BWBIX).
AOCIX is managed by American Century. It was launched on Sep 29, 2004. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
AOCIX vs. BWBIX - Performance Comparison
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AOCIX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AOCIX American Century Investments One Choice Portfolio: Conservative | -2.47% | 10.20% | 7.42% | 10.53% | -14.05% | 9.03% | 12.83% | 16.06% | -3.96% |
BWBIX Baron WealthBuilder Fund | -9.86% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, AOCIX achieves a -2.47% return, which is significantly higher than BWBIX's -9.86% return.
AOCIX
- 1D
- 0.08%
- 1M
- -4.96%
- YTD
- -2.47%
- 6M
- -1.30%
- 1Y
- 6.88%
- 3Y*
- 6.93%
- 5Y*
- 3.30%
- 10Y*
- 5.60%
BWBIX
- 1D
- -0.10%
- 1M
- -8.51%
- YTD
- -9.86%
- 6M
- -5.37%
- 1Y
- 7.86%
- 3Y*
- 10.63%
- 5Y*
- 2.69%
- 10Y*
- —
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AOCIX vs. BWBIX - Expense Ratio Comparison
AOCIX has a 0.00% expense ratio, which is lower than BWBIX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AOCIX vs. BWBIX — Risk / Return Rank
AOCIX
BWBIX
AOCIX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Conservative (AOCIX) and Baron WealthBuilder Fund (BWBIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AOCIX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.41 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.33 | 0.75 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 0.46 | +0.70 |
Martin ratioReturn relative to average drawdown | 4.91 | 1.76 | +3.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOCIX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.41 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.13 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.47 | +0.17 |
Correlation
The correlation between AOCIX and BWBIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AOCIX vs. BWBIX - Dividend Comparison
AOCIX's dividend yield for the trailing twelve months is around 5.10%, less than BWBIX's 8.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOCIX American Century Investments One Choice Portfolio: Conservative | 5.10% | 5.12% | 2.79% | 2.50% | 9.63% | 8.19% | 5.25% | 4.87% | 7.07% | 2.05% | 2.93% | 5.97% |
BWBIX Baron WealthBuilder Fund | 8.44% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOCIX vs. BWBIX - Drawdown Comparison
The maximum AOCIX drawdown since its inception was -26.87%, smaller than the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for AOCIX and BWBIX.
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Drawdown Indicators
| AOCIX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.87% | -39.14% | +12.27% |
Max Drawdown (1Y)Largest decline over 1 year | -5.62% | -12.76% | +7.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -39.14% | +19.43% |
Max Drawdown (10Y)Largest decline over 10 years | -19.71% | — | — |
Current DrawdownCurrent decline from peak | -5.03% | -11.65% | +6.62% |
Average DrawdownAverage peak-to-trough decline | -3.21% | -11.88% | +8.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 3.35% | -2.01% |
Volatility
AOCIX vs. BWBIX - Volatility Comparison
The current volatility for American Century Investments One Choice Portfolio: Conservative (AOCIX) is 2.46%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 4.45%. This indicates that AOCIX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOCIX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 4.45% | -1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 4.23% | 11.07% | -6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.50% | 19.80% | -12.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.78% | 21.17% | -13.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.06% | 23.30% | -15.24% |