ARGNX vs. BIGRX
ARGNX (American Century One Choice 2060 Portfolio Class I) and BIGRX (American Century Disciplined Core Value Fund) are both mutual funds - ARGNX is a Target Retirement Date fund actively managed by American Century, while BIGRX is a Large Cap Value Equities fund managed by American Century. Over the past 10 years, ARGNX returned 10.27%/yr vs 11.35%/yr for BIGRX. Their correlation of 0.90 suggests significant overlap in exposure. ARGNX charges 0.69%/yr vs 0.65%/yr for BIGRX.
Performance
ARGNX vs. BIGRX - Performance Comparison
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Returns By Period
In the year-to-date period, ARGNX achieves a 8.24% return, which is significantly lower than BIGRX's 12.02% return. Over the past 10 years, ARGNX has underperformed BIGRX with an annualized return of 10.27%, while BIGRX has yielded a comparatively higher 11.35% annualized return.
ARGNX
- 1D
- 0.87%
- 1M
- 1.22%
- YTD
- 8.24%
- 6M
- 7.90%
- 1Y
- 20.52%
- 3Y*
- 14.21%
- 5Y*
- 7.53%
- 10Y*
- 10.27%
BIGRX
- 1D
- 0.23%
- 1M
- 2.08%
- YTD
- 12.02%
- 6M
- 10.96%
- 1Y
- 29.04%
- 3Y*
- 16.29%
- 5Y*
- 8.77%
- 10Y*
- 11.35%
ARGNX vs. BIGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARGNX American Century One Choice 2060 Portfolio Class I | 8.24% | 16.04% | 12.70% | 16.29% | -17.64% | 14.60% | 18.33% | 25.10% | -7.93% | 18.94% |
BIGRX American Century Disciplined Core Value Fund | 12.02% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
Correlation
The correlation between ARGNX and BIGRX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.90 |
The correlation between ARGNX and BIGRX has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.
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Return for Risk
ARGNX vs. BIGRX — Risk / Return Rank
ARGNX
BIGRX
ARGNX vs. BIGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century One Choice 2060 Portfolio Class I (ARGNX) and American Century Disciplined Core Value Fund (BIGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARGNX | BIGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.45 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 3.67 | -1.30 |
| Martin ratioReturn relative to average drawdown | 10.12 | 15.35 | -5.23 |
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Drawdowns
ARGNX vs. BIGRX - Drawdown Comparison
The maximum ARGNX drawdown since its inception was -30.83%, smaller than the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for ARGNX and BIGRX.
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Drawdown Indicators
| ARGNX | BIGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.83% | -58.04% | +27.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.56% | -7.95% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -14.06% | -18.24% | +4.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.77% | -22.19% | -3.58% |
Max Drawdown (10Y)Largest decline over 10 years | -30.83% | -32.62% | +1.79% |
Current DrawdownCurrent decline from peak | -0.40% | -1.38% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -8.99% | +4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.90% | +0.10% |
Volatility
ARGNX vs. BIGRX - Volatility Comparison
The current volatility for American Century One Choice 2060 Portfolio Class I (ARGNX) is 4.02%, while American Century Disciplined Core Value Fund (BIGRX) has a volatility of 4.32%. This indicates that ARGNX experiences smaller price fluctuations and is considered to be less risky than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARGNX | BIGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 4.32% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 8.95% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.83% | 11.69% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.58% | 14.98% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.54% | 16.86% | -2.32% |
ARGNX vs. BIGRX - Expense Ratio Comparison
ARGNX has a 0.69% expense ratio, which is higher than BIGRX's 0.65% expense ratio.
Dividends
ARGNX vs. BIGRX - Dividend Comparison
ARGNX's dividend yield for the trailing twelve months is around 10.08%, more than BIGRX's 8.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGNX American Century One Choice 2060 Portfolio Class I | 10.08% | 10.92% | 3.42% | 1.82% | 7.69% | 6.64% | 3.52% | 5.90% | 5.17% | 1.82% | 1.22% | 0.00% |
BIGRX American Century Disciplined Core Value Fund | 8.32% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
Frequently Asked Questions
ARGNX and BIGRX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIGRX has higher volatility (4.32%) compared to ARGNX (4.02%). In terms of maximum drawdown, ARGNX dropped -30.83% vs BIGRX's -58.04%.
BIGRX currently has the higher Sharpe Ratio (2.49 vs 1.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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