BIGRX vs. ARGVX

Last updated Aug 4, 2026

BIGRX (American Century Disciplined Core Value Fund) and ARGVX (American Century Investments One Choice 2060 Portfolio) are both mutual funds - BIGRX is a Large Cap Value Equities fund managed by American Century, while ARGVX is a Target Retirement Date fund managed by American Century. Over the past 10 years, BIGRX returned 11.25%/yr vs 9.78%/yr for ARGVX. Their correlation of 0.90 means they have usually moved in the same direction. BIGRX charges 0.65%/yr vs 0.88%/yr for ARGVX.

Performance

BIGRX vs. ARGVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Disciplined Core Value Fund (BIGRX) and American Century Investments One Choice 2060 Portfolio (ARGVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BIGRX achieves a 16.10% return, which is significantly higher than ARGVX's 8.36% return. Over the past 10 years, BIGRX has outperformed ARGVX with an annualized return of 11.25%, while ARGVX has yielded a comparatively lower 9.78% annualized return.

BIGRX

• 1D: 0.54%
• 1M: 1.53%
• 6M: 10.61%
• YTD: 16.10%
• 1Y: 30.53%
• 3Y*: 15.95%
• 5Y*: 8.55%
• 10Y*: 11.25%
• ALL TIME*: 10.12%

ARGVX

• 1D: 0.29%
• 1M: 0.00%
• 6M: 5.17%
• YTD: 8.36%
• 1Y: 16.80%
• 3Y*: 13.27%
• 5Y*: 6.67%
• 10Y*: 9.78%
• ALL TIME*: 9.88%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ARGVX American Century Investments One Choice 2060 Portfolio	$0.00	$0.00	$0.00
BIGRX American Century Disciplined Core Value Fund	$0.00	$0.00	$0.00

BIGRX vs. ARGVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BIGRX American Century Disciplined Core Value Fund	16.10%	14.85%	13.26%	8.44%	-12.59%	24.22%	11.86%	24.00%	-6.37%	20.63%
ARGVX American Century Investments One Choice 2060 Portfolio	8.36%	15.81%	12.48%	16.07%	-17.87%	14.38%	18.10%	24.96%	-8.19%	18.89%

Correlation

The correlation between BIGRX and ARGVX is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.85
Correlation (3Y) Balances recent behavior with more history.	0.86
Correlation (5Y) Shows whether the relationship held over a longer period.	0.87
Correlation (10Y) Provides a long-term view across more market conditions.	0.90
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.90

The correlation between BIGRX and ARGVX has been stable across timeframes, ranging from 0.85 to 0.90 - a consistent structural relationship.

Return for Risk

BIGRX vs. ARGVX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BIGRX

BIGRX Risk / Return Rank: 92
BIGRX Sharpe Ratio Rank: 94
BIGRX Sortino Ratio Rank: 92
BIGRX Omega Ratio Rank: 88
BIGRX Calmar Ratio Rank: 91
BIGRX Martin Ratio Rank: 95

ARGVX

ARGVX Risk / Return Rank: 46
ARGVX Sharpe Ratio Rank: 46
ARGVX Sortino Ratio Rank: 45
ARGVX Omega Ratio Rank: 45
ARGVX Calmar Ratio Rank: 42
ARGVX Martin Ratio Rank: 53

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BIGRX vs. ARGVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and American Century Investments One Choice 2060 Portfolio (ARGVX). 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.

	BIGRX	ARGVX	Difference
Sharpe ratio: Return per unit of total volatility	2.52	1.43	+1.09
Sortino ratio: Return per unit of downside risk	3.57	2.04	+1.53
Omega ratio: Gain probability vs. loss probability	1.46	1.26	+0.20
Calmar ratio: Return relative to maximum drawdown	3.68	1.85	+1.83
Martin ratio: Return relative to average drawdown	15.81	7.75	+8.06

BIGRX vs. ARGVX - Sharpe Ratio Comparison

The current BIGRX Sharpe Ratio is 2.52, which is higher than the ARGVX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of BIGRX and ARGVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BIGRX vs. ARGVX - Drawdown Comparison

The maximum BIGRX drawdown since its inception was -58.04%, which is greater than ARGVX's maximum drawdown of -30.85%. Use the drawdown chart below to compare losses from any high point for BIGRX and ARGVX.

Drawdown Indicators

	BIGRX	ARGVX	Difference
Max Drawdown Largest peak-to-trough decline	-58.04%	-30.85%	-27.19%
Max Drawdown (1Y) Largest decline over 1 year	-7.95%	-8.56%	+0.61%
Max Drawdown (3Y) Largest decline over 3 years	-18.24%	-14.07%	-4.17%
Max Drawdown (5Y) Largest decline over 5 years	-22.19%	-25.97%	+3.78%
Max Drawdown (10Y) Largest decline over 10 years	-32.62%	-30.85%	-1.77%
Current Drawdown Current decline from peak	-0.13%	-0.74%	+0.61%
Average Drawdown Average peak-to-trough decline	-8.96%	-4.76%	-4.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	2.04%	-0.19%

Volatility

BIGRX vs. ARGVX - Volatility Comparison

The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 2.64%, while American Century Investments One Choice 2060 Portfolio (ARGVX) has a volatility of 2.88%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than ARGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BIGRX	ARGVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.64%	2.88%	-0.24%
Volatility (6M) Calculated over the trailing 6-month period	8.88%	9.12%	-0.24%
Volatility (1Y) Calculated over the trailing 1-year period	11.66%	11.06%	+0.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.89%	13.58%	+1.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.80%	14.45%	+2.35%

BIGRX vs. ARGVX - Expense Ratio Comparison

BIGRX has a 0.65% expense ratio, which is lower than ARGVX's 0.88% expense ratio.

Dividends

BIGRX vs. ARGVX - Dividend Comparison

BIGRX's dividend yield for the trailing twelve months is around 7.74%, less than ARGVX's 9.88% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARGVX American Century Investments One Choice 2060 Portfolio	9.88%	10.70%	3.22%	1.62%	7.48%	6.43%	3.31%	5.69%	4.97%	1.78%	1.02%	0.00%
BIGRX American Century Disciplined Core Value Fund	7.74%	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

Can I hold both BIGRX and ARGVX in my portfolio?

BIGRX and ARGVX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BIGRX or ARGVX?

ARGVX has higher volatility (2.88%) compared to BIGRX (2.64%). In terms of maximum drawdown, BIGRX dropped -58.04% vs ARGVX's -30.85%.

Which has better risk-adjusted returns?

BIGRX currently has the higher Sharpe Ratio (2.52 vs 1.43), 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.