BIGRX vs. ARGVX
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 11.30%/yr vs 10.03%/yr for ARGVX. Their correlation of 0.90 suggests significant overlap in exposure. BIGRX charges 0.65%/yr vs 0.88%/yr for ARGVX.
Performance
BIGRX vs. ARGVX - Performance Comparison
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Returns By Period
In the year-to-date period, BIGRX achieves a 11.88% return, which is significantly higher than ARGVX's 8.49% return. Over the past 10 years, BIGRX has outperformed ARGVX with an annualized return of 11.30%, while ARGVX has yielded a comparatively lower 10.03% annualized return.
BIGRX
- 1D
- 0.44%
- 1M
- 4.27%
- YTD
- 11.88%
- 6M
- 12.76%
- 1Y
- 28.35%
- 3Y*
- 17.40%
- 5Y*
- 7.51%
- 10Y*
- 11.30%
ARGVX
- 1D
- 0.11%
- 1M
- 3.79%
- YTD
- 8.49%
- 6M
- 8.98%
- 1Y
- 20.56%
- 3Y*
- 15.04%
- 5Y*
- 7.25%
- 10Y*
- 10.03%
BIGRX vs. ARGVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 11.88% | 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 | 8.49% | 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 0.88, 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 | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.90 |
The correlation between BIGRX and ARGVX has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.
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Return for Risk
BIGRX vs. ARGVX — Risk / Return Rank
BIGRX
ARGVX
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.
| BIGRX | ARGVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.37 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.70 | 2.45 | +1.25 |
| Martin ratioReturn relative to average drawdown | 15.59 | 10.52 | +5.07 |
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
| BIGRX | ARGVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 2.02 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.54 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.69 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.70 | -0.12 |
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.
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Drawdown Indicators
| BIGRX | ARGVX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -4.82% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.99% | -0.11% |
Volatility
BIGRX vs. ARGVX - Volatility Comparison
American Century Disciplined Core Value Fund (BIGRX) and American Century Investments One Choice 2060 Portfolio (ARGVX) have volatilities of 2.91% and 2.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGRX | ARGVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 2.96% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.36% | 8.26% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.24% | 10.36% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 13.50% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 14.51% | +2.31% |
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 8.09%, less than ARGVX's 9.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGVX American Century Investments One Choice 2060 Portfolio | 9.86% | 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 | 8.09% | 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
BIGRX and ARGVX 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.
ARGVX has higher volatility (2.96%) compared to BIGRX (2.91%). In terms of maximum drawdown, BIGRX dropped -58.04% vs ARGVX's -30.85%.
BIGRX currently has the higher Sharpe Ratio (2.61 vs 2.02), 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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