ADSIX vs. TWCGX
Compare and contrast key facts about American Century Disciplined Growth Fund (ADSIX) and American Century Growth Fund (TWCGX).
ADSIX is managed by American Century Investments. It was launched on Sep 30, 2005. TWCGX is managed by American Century Investments. It was launched on Jun 30, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADSIX or TWCGX.
Key characteristics
| ADSIX | TWCGX | |
|---|---|---|
| YTD Return | 6.96% | 7.60% |
| 1Y Return | 33.56% | 34.34% |
| 3Y Return (Ann) | 7.24% | 7.78% |
| 5Y Return (Ann) | 13.57% | 15.19% |
| 10Y Return (Ann) | 12.33% | 14.31% |
| Sharpe Ratio | 2.14 | 2.03 |
| Daily Std Dev | 15.36% | 16.50% |
| Max Drawdown | -53.04% | -58.57% |
| Current Drawdown | -5.11% | -4.46% |
Correlation
The correlation between ADSIX and TWCGX is 0.98, 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.
Performance
ADSIX vs. TWCGX - Performance Comparison
In the year-to-date period, ADSIX achieves a 6.96% return, which is significantly lower than TWCGX's 7.60% return. Over the past 10 years, ADSIX has underperformed TWCGX with an annualized return of 12.33%, while TWCGX has yielded a comparatively higher 14.31% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ADSIX vs. TWCGX - Expense Ratio Comparison
ADSIX has a 0.99% expense ratio, which is higher than TWCGX's 0.94% expense ratio.
Risk-Adjusted Performance
ADSIX vs. TWCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Growth Fund (ADSIX) and American Century Growth Fund (TWCGX). 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.
Dividends
ADSIX vs. TWCGX - Dividend Comparison
ADSIX's dividend yield for the trailing twelve months is around 0.04%, less than TWCGX's 4.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | 0.04% | 0.04% | 0.00% | 21.63% | 19.18% | 9.12% | 18.62% | 9.40% | 0.62% | 2.08% | 4.60% | 5.76% |
TWCGX American Century Growth Fund | 4.47% | 4.81% | 4.86% | 9.83% | 5.33% | 5.60% | 14.07% | 10.28% | 5.26% | 7.16% | 25.23% | 6.24% |
Drawdowns
ADSIX vs. TWCGX - Drawdown Comparison
The maximum ADSIX drawdown since its inception was -53.04%, smaller than the maximum TWCGX drawdown of -58.57%. Use the drawdown chart below to compare losses from any high point for ADSIX and TWCGX. For additional features, visit the drawdowns tool.
Volatility
ADSIX vs. TWCGX - Volatility Comparison
American Century Disciplined Growth Fund (ADSIX) and American Century Growth Fund (TWCGX) have volatilities of 5.66% and 5.44%, 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.