BULIX vs. ACFOX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and American Century Investments Focused Dynamic Growth Fund (ACFOX).
BULIX is managed by American Century. It was launched on Feb 28, 1993. ACFOX is managed by American Century. It was launched on May 31, 2006.
Performance
BULIX vs. ACFOX - Performance Comparison
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BULIX vs. ACFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
ACFOX American Century Investments Focused Dynamic Growth Fund | -14.41% | 20.51% | 43.30% | 35.66% | -36.32% | 7.08% | 73.31% | 32.30% | 6.51% | 34.55% |
Returns By Period
In the year-to-date period, BULIX achieves a 9.37% return, which is significantly higher than ACFOX's -14.41% return. Over the past 10 years, BULIX has underperformed ACFOX with an annualized return of 7.31%, while ACFOX has yielded a comparatively higher 16.85% annualized return.
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
ACFOX
- 1D
- -0.86%
- 1M
- -8.88%
- YTD
- -14.41%
- 6M
- -10.23%
- 1Y
- 19.65%
- 3Y*
- 21.09%
- 5Y*
- 6.51%
- 10Y*
- 16.85%
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BULIX vs. ACFOX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than ACFOX's 0.85% expense ratio.
Return for Risk
BULIX vs. ACFOX — Risk / Return Rank
BULIX
ACFOX
BULIX vs. ACFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Investments Focused Dynamic Growth Fund (ACFOX). 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.
| BULIX | ACFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.77 | +0.74 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.26 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 0.94 | +1.95 |
Martin ratioReturn relative to average drawdown | 7.19 | 3.40 | +3.78 |
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
| BULIX | ACFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.77 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.26 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.71 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.52 | -0.06 |
Correlation
The correlation between BULIX and ACFOX is 0.51, 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
BULIX vs. ACFOX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.43%, more than ACFOX's 8.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
ACFOX American Century Investments Focused Dynamic Growth Fund | 8.83% | 7.56% | 0.00% | 0.00% | 0.00% | 2.48% | 0.62% | 0.00% | 0.00% | 0.00% | 1.15% | 1.33% |
Drawdowns
BULIX vs. ACFOX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, smaller than the maximum ACFOX drawdown of -58.92%. Use the drawdown chart below to compare losses from any high point for BULIX and ACFOX.
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Drawdown Indicators
| BULIX | ACFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -58.92% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -16.52% | +8.18% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -43.77% | +19.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -43.77% | +9.91% |
Current DrawdownCurrent decline from peak | -2.97% | -16.52% | +13.55% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -14.81% | +4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 4.56% | -1.21% |
Volatility
BULIX vs. ACFOX - Volatility Comparison
The current volatility for American Century Utilities Fund (BULIX) is 4.86%, while American Century Investments Focused Dynamic Growth Fund (ACFOX) has a volatility of 6.86%. This indicates that BULIX experiences smaller price fluctuations and is considered to be less risky than ACFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BULIX | ACFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 6.86% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 14.48% | -4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 24.83% | -9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 25.20% | -8.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 23.67% | -5.68% |