AIOIX vs. TWEIX
Compare and contrast key facts about American Century International Opportunities Fund (AIOIX) and American Century Equity Income Fund (TWEIX).
AIOIX is managed by American Century Investments. It was launched on May 31, 2001. TWEIX is managed by American Century Investments. It was launched on Aug 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIOIX or TWEIX.
Correlation
The correlation between AIOIX and TWEIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIOIX vs. TWEIX - Performance Comparison
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Key characteristics
AIOIX:
0.15
TWEIX:
-0.13
AIOIX:
0.36
TWEIX:
-0.02
AIOIX:
1.05
TWEIX:
1.00
AIOIX:
0.07
TWEIX:
-0.07
AIOIX:
0.62
TWEIX:
-0.18
AIOIX:
4.97%
TWEIX:
7.23%
AIOIX:
18.28%
TWEIX:
14.25%
AIOIX:
-75.21%
TWEIX:
-44.31%
AIOIX:
-36.27%
TWEIX:
-11.96%
Returns By Period
In the year-to-date period, AIOIX achieves a 5.35% return, which is significantly higher than TWEIX's 1.32% return. Over the past 10 years, AIOIX has underperformed TWEIX with an annualized return of 0.85%, while TWEIX has yielded a comparatively higher 1.89% annualized return.
AIOIX
5.35%
12.34%
1.69%
3.10%
0.46%
0.85%
TWEIX
1.32%
3.95%
-10.29%
-2.17%
4.04%
1.89%
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AIOIX vs. TWEIX - Expense Ratio Comparison
AIOIX has a 1.48% expense ratio, which is higher than TWEIX's 0.94% expense ratio.
Risk-Adjusted Performance
AIOIX vs. TWEIX — Risk-Adjusted Performance Rank
AIOIX
TWEIX
AIOIX vs. TWEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century International Opportunities Fund (AIOIX) and American Century Equity Income Fund (TWEIX). 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.
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Dividends
AIOIX vs. TWEIX - Dividend Comparison
AIOIX's dividend yield for the trailing twelve months is around 0.10%, less than TWEIX's 2.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIOIX American Century International Opportunities Fund | 0.10% | 0.33% | 0.23% | 0.00% | 0.38% | 0.00% | 0.91% | 1.30% | 0.54% | 0.04% | 1.11% | 0.39% |
TWEIX American Century Equity Income Fund | 2.61% | 2.74% | 2.54% | 2.31% | 1.86% | 2.00% | 2.26% | 2.84% | 1.86% | 1.96% | 2.55% | 2.49% |
Drawdowns
AIOIX vs. TWEIX - Drawdown Comparison
The maximum AIOIX drawdown since its inception was -75.21%, which is greater than TWEIX's maximum drawdown of -44.31%. Use the drawdown chart below to compare losses from any high point for AIOIX and TWEIX. For additional features, visit the drawdowns tool.
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Volatility
AIOIX vs. TWEIX - Volatility Comparison
American Century International Opportunities Fund (AIOIX) has a higher volatility of 4.39% compared to American Century Equity Income Fund (TWEIX) at 4.16%. This indicates that AIOIX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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