American Century Heritage Fund (TWHIX) Alternatives
American Century Heritage Fund (TWHIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TWHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TWHIX
TWHIX charges 1.00% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among TWHIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | TWHIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | TWHIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | TWHIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | TWHIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | TWHIX vs VMGMX |
Best Risk-Adjusted Alternatives to TWHIX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | TWHIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | TWHIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | TWHIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | TWHIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | TWHIX vs BFGIX |
Top Performing TWHIX Alternatives (YTD)
TWHIX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | TWHIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | TWHIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | TWHIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | TWHIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | TWHIX vs NEEGX |
Lowest Volatility Alternatives to TWHIX
TWHIX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | TWHIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | TWHIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | TWHIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | TWHIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | TWHIX vs VSNGX |
Lowest Drawdown Alternatives to TWHIX
TWHIX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | TWHIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | TWHIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | TWHIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | TWHIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | TWHIX vs VLEQX |
Other Mutual Funds from American Century
Most popular American Century mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 20 | -12.28% | Nov 2, 1981 | TWHIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 22 | -13.48% | Jun 30, 1971 | TWHIX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 90 | -0.90% | Aug 16, 1988 | TWHIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 36 | -14.41% | May 31, 2006 | TWHIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 27 | -12.29% | Jun 30, 1971 | TWHIX vs TWCIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 30 | -0.79% | Dec 29, 1986 | TWHIX vs BCHYX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 55 | -1.93% | Dec 17, 1990 | TWHIX vs BIGRX | |
| American Century Equity Income Fund | Large Cap Value Equities | 44 | 2.58% | Aug 1, 1994 | TWHIX vs TWEIX | |
| American Century Utilities Fund | Utilities Equities | 81 | 9.37% | Feb 28, 1993 | TWHIX vs BULIX | |
| American Century Mid Cap Value Fund | Mid Cap Value Equities | 22 | 0.97% | Mar 31, 2004 | TWHIX vs ACMVX |
Often Compared With TWHIX
What investors most often compare with TWHIX, based on PortfoliosLab usage data.
Compare TWHIX with Any Fund or Stock
Compare TWHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.