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