BIGRX vs. TWCUX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and American Century Ultra Fund (TWCUX).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGRX or TWCUX.
Key characteristics
| BIGRX | TWCUX | |
|---|---|---|
| YTD Return | 5.01% | 6.80% |
| 1Y Return | 15.43% | 30.65% |
| 3Y Return (Ann) | 2.63% | 5.84% |
| 5Y Return (Ann) | 8.51% | 16.45% |
| 10Y Return (Ann) | 8.51% | 15.56% |
| Sharpe Ratio | 1.44 | 1.74 |
| Daily Std Dev | 10.86% | 17.61% |
| Max Drawdown | -58.04% | -61.31% |
| Current Drawdown | -4.99% | -4.41% |
Correlation
The correlation between BIGRX and TWCUX is 0.84, 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
BIGRX vs. TWCUX - Performance Comparison
In the year-to-date period, BIGRX achieves a 5.01% return, which is significantly lower than TWCUX's 6.80% return. Over the past 10 years, BIGRX has underperformed TWCUX with an annualized return of 8.51%, while TWCUX has yielded a comparatively higher 15.56% 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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BIGRX vs. TWCUX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than TWCUX's 0.93% expense ratio.
Risk-Adjusted Performance
BIGRX vs. TWCUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and American Century Ultra Fund (TWCUX). 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
BIGRX vs. TWCUX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.47%, less than TWCUX's 5.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.47% | 1.55% | 2.22% | 28.04% | 16.19% | 3.90% | 12.86% | 9.32% | 3.91% | 9.22% | 7.48% | 2.02% |
TWCUX American Century Ultra Fund | 5.70% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 6.01% | 4.87% | 5.44% | 7.63% | 4.17% |
Drawdowns
BIGRX vs. TWCUX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, smaller than the maximum TWCUX drawdown of -61.31%. Use the drawdown chart below to compare losses from any high point for BIGRX and TWCUX. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. TWCUX - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 3.35%, while American Century Ultra Fund (TWCUX) has a volatility of 5.70%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.