AOMIX vs. BULIX
Compare and contrast key facts about American Century Investments One Choice Portfolio: Moderate (AOMIX) and American Century Utilities Fund (BULIX).
AOMIX is managed by American Century Investments. It was launched on Sep 29, 2004. BULIX is managed by American Century Investments. It was launched on Feb 28, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOMIX or BULIX.
Correlation
The correlation between AOMIX and BULIX is 0.65, 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
AOMIX vs. BULIX - Performance Comparison
Loading data...
Key characteristics
AOMIX:
0.64
BULIX:
0.80
AOMIX:
0.91
BULIX:
1.14
AOMIX:
1.13
BULIX:
1.15
AOMIX:
0.40
BULIX:
1.01
AOMIX:
2.61
BULIX:
2.94
AOMIX:
2.54%
BULIX:
4.64%
AOMIX:
11.03%
BULIX:
17.61%
AOMIX:
-41.77%
BULIX:
-54.91%
AOMIX:
-7.38%
BULIX:
-3.31%
Returns By Period
In the year-to-date period, AOMIX achieves a 2.42% return, which is significantly lower than BULIX's 6.88% return. Over the past 10 years, AOMIX has underperformed BULIX with an annualized return of 2.08%, while BULIX has yielded a comparatively higher 3.71% annualized return.
AOMIX
2.42%
5.77%
1.14%
7.04%
4.75%
3.74%
2.08%
BULIX
6.88%
3.38%
-1.05%
13.98%
5.06%
5.71%
3.71%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AOMIX vs. BULIX - Expense Ratio Comparison
AOMIX has a 0.00% expense ratio, which is lower than BULIX's 0.65% expense ratio.
Risk-Adjusted Performance
AOMIX vs. BULIX — Risk-Adjusted Performance Rank
AOMIX
BULIX
AOMIX vs. BULIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Moderate (AOMIX) and American Century Utilities Fund (BULIX). 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.
Loading data...
Dividends
AOMIX vs. BULIX - Dividend Comparison
AOMIX's dividend yield for the trailing twelve months is around 2.50%, which matches BULIX's 2.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOMIX American Century Investments One Choice Portfolio: Moderate | 2.50% | 2.54% | 2.29% | 2.75% | 4.10% | 1.05% | 1.75% | 2.60% | 1.94% | 1.32% | 1.80% | 2.30% |
BULIX American Century Utilities Fund | 2.51% | 2.35% | 2.65% | 2.13% | 1.87% | 2.69% | 2.97% | 4.30% | 3.43% | 2.96% | 3.38% | 3.14% |
Drawdowns
AOMIX vs. BULIX - Drawdown Comparison
The maximum AOMIX drawdown since its inception was -41.77%, smaller than the maximum BULIX drawdown of -54.91%. Use the drawdown chart below to compare losses from any high point for AOMIX and BULIX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
AOMIX vs. BULIX - Volatility Comparison
The current volatility for American Century Investments One Choice Portfolio: Moderate (AOMIX) is 2.49%, while American Century Utilities Fund (BULIX) has a volatility of 4.12%. This indicates that AOMIX experiences smaller price fluctuations and is considered to be less risky than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...