BEQGX vs. BULIX
Compare and contrast key facts about American Century Equity Growth Fund (BEQGX) and American Century Utilities Fund (BULIX).
BEQGX is managed by American Century. It was launched on May 9, 1991. BULIX is managed by American Century. It was launched on Feb 28, 1993.
Performance
BEQGX vs. BULIX - Performance Comparison
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BEQGX vs. BULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEQGX American Century Equity Growth Fund | -5.63% | 18.38% | 24.70% | 24.37% | -22.99% | 27.19% | 14.52% | 28.42% | -6.00% | 21.85% |
BULIX American Century Utilities Fund | 9.21% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
Returns By Period
In the year-to-date period, BEQGX achieves a -5.63% return, which is significantly lower than BULIX's 9.21% return. Over the past 10 years, BEQGX has outperformed BULIX with an annualized return of 12.03%, while BULIX has yielded a comparatively lower 7.29% annualized return.
BEQGX
- 1D
- 2.85%
- 1M
- -5.31%
- YTD
- -5.63%
- 6M
- -1.83%
- 1Y
- 19.17%
- 3Y*
- 18.19%
- 5Y*
- 9.09%
- 10Y*
- 12.03%
BULIX
- 1D
- -0.15%
- 1M
- -2.17%
- YTD
- 9.21%
- 6M
- 7.02%
- 1Y
- 21.31%
- 3Y*
- 14.91%
- 5Y*
- 9.52%
- 10Y*
- 7.29%
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BEQGX vs. BULIX - Expense Ratio Comparison
Both BEQGX and BULIX have an expense ratio of 0.65%.
Return for Risk
BEQGX vs. BULIX — Risk / Return Rank
BEQGX
BULIX
BEQGX vs. BULIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) 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.
| BEQGX | BULIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.42 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.90 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 2.76 | -1.12 |
Martin ratioReturn relative to average drawdown | 7.22 | 6.85 | +0.36 |
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
| BEQGX | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.42 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.58 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.41 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.47 | +0.02 |
Correlation
The correlation between BEQGX 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.
Dividends
BEQGX vs. BULIX - Dividend Comparison
BEQGX's dividend yield for the trailing twelve months is around 12.19%, more than BULIX's 10.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEQGX American Century Equity Growth Fund | 12.19% | 11.50% | 0.58% | 1.20% | 9.65% | 27.71% | 12.60% | 10.44% | 13.39% | 10.22% | 1.86% | 8.27% |
BULIX American Century Utilities Fund | 10.45% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Drawdowns
BEQGX vs. BULIX - Drawdown Comparison
The maximum BEQGX drawdown since its inception was -54.43%, roughly equal to the maximum BULIX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for BEQGX and BULIX.
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Drawdown Indicators
| BEQGX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.43% | -55.21% | +0.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -8.34% | -3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -27.25% | -24.56% | -2.69% |
Max Drawdown (10Y)Largest decline over 10 years | -31.94% | -33.86% | +1.92% |
Current DrawdownCurrent decline from peak | -7.45% | -3.12% | -4.33% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -10.06% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.35% | -0.58% |
Volatility
BEQGX vs. BULIX - Volatility Comparison
American Century Equity Growth Fund (BEQGX) has a higher volatility of 5.24% compared to American Century Utilities Fund (BULIX) at 4.78%. This indicates that BEQGX's price experiences larger fluctuations and is considered to be riskier than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEQGX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 4.78% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.08% | 9.76% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 15.47% | +3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 16.57% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 17.99% | -0.06% |