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. It was launched on Feb 28, 1993. AOMIX is managed by American Century. It was launched on Sep 29, 2004.
Performance
BULIX vs. AOMIX - Performance Comparison
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BULIX vs. AOMIX - 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% |
AOMIX American Century Investments One Choice Portfolio: Moderate | -3.27% | 12.97% | 10.07% | 13.04% | -16.37% | 11.82% | 16.08% | 20.14% | -5.23% | 14.27% |
Returns By Period
In the year-to-date period, BULIX achieves a 9.37% return, which is significantly higher than AOMIX's -3.27% return. Both investments have delivered pretty close results over the past 10 years, with BULIX having a 7.31% annualized return and AOMIX not far behind at 7.29%.
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%
AOMIX
- 1D
- 0.00%
- 1M
- -6.68%
- YTD
- -3.27%
- 6M
- -1.76%
- 1Y
- 9.57%
- 3Y*
- 8.94%
- 5Y*
- 4.31%
- 10Y*
- 7.29%
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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.
Return for Risk
BULIX vs. AOMIX — Risk / Return Rank
BULIX
AOMIX
BULIX vs. AOMIX - Risk-Adjusted Trends 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.
| BULIX | AOMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.91 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.32 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 1.11 | +1.78 |
Martin ratioReturn relative to average drawdown | 7.19 | 4.79 | +2.40 |
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 | AOMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.91 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.41 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.65 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.56 | -0.09 |
Correlation
The correlation between BULIX and AOMIX is 0.64, 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. AOMIX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.43%, more than AOMIX's 6.84% 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% |
AOMIX American Century Investments One Choice Portfolio: Moderate | 6.84% | 6.69% | 2.53% | 2.29% | 10.49% | 9.55% | 8.48% | 6.61% | 8.27% | 2.11% | 3.64% | 7.11% |
Drawdowns
BULIX vs. AOMIX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, which is greater than AOMIX's maximum drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for BULIX and AOMIX.
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Drawdown Indicators
| BULIX | AOMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -38.62% | -16.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -7.86% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -23.24% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -24.91% | -8.95% |
Current DrawdownCurrent decline from peak | -2.97% | -6.91% | +3.94% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -4.94% | -5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 1.82% | +1.53% |
Volatility
BULIX vs. AOMIX - Volatility Comparison
American Century Utilities Fund (BULIX) has a higher volatility of 4.86% compared to American Century Investments One Choice Portfolio: Moderate (AOMIX) at 3.51%. 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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Volatility by Period
| BULIX | AOMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.51% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 6.05% | +3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 10.61% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 10.45% | +6.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 11.24% | +6.75% |