BULIX vs. BEQGX

Last updated Aug 2, 2026

BULIX (American Century Utilities Fund) and BEQGX (American Century Equity Growth Fund) are both mutual funds - BULIX is a Utilities Equities fund managed by American Century, while BEQGX is a Large Cap Blend Equities fund managed by American Century. Over the past 10 years, BULIX returned 6.47%/yr vs 13.06%/yr for BEQGX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.65% expense ratio.

Performance

BULIX vs. BEQGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Utilities Fund (BULIX) and American Century Equity Growth Fund (BEQGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BULIX achieves a 6.99% return, which is significantly lower than BEQGX's 8.92% return. Over the past 10 years, BULIX has underperformed BEQGX with an annualized return of 6.47%, while BEQGX has yielded a comparatively higher 13.06% annualized return.

BULIX

• 1D: -0.61%
• 1M: -2.20%
• 6M: 4.60%
• YTD: 6.99%
• 1Y: 8.50%
• 3Y*: 14.59%
• 5Y*: 8.36%
• 10Y*: 6.47%
• ALL TIME*: 7.71%

BEQGX

• 1D: 1.28%
• 1M: 0.39%
• 6M: 7.95%
• YTD: 8.92%
• 1Y: 23.21%
• 3Y*: 19.31%
• 5Y*: 10.61%
• 10Y*: 13.06%
• ALL TIME*: 9.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BEQGX American Century Equity Growth Fund	$0.00	$0.00	$0.00
BULIX American Century Utilities Fund	$0.00	$0.00	$0.00

BULIX vs. BEQGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BULIX American Century Utilities Fund	6.99%	16.76%	24.32%	-7.51%	-4.37%	13.77%	-2.38%	19.94%	1.82%	0.59%
BEQGX American Century Equity Growth Fund	8.92%	18.38%	24.70%	24.37%	-22.99%	27.19%	14.52%	28.42%	-6.00%	21.85%

Correlation

The correlation between BULIX and BEQGX is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.04
Correlation (3Y) Balances recent behavior with more history.	0.23
Correlation (5Y) Shows whether the relationship held over a longer period.	0.37
Correlation (10Y) Provides a long-term view across more market conditions.	0.41
Correlation (All Time) Calculated using the full available price history since Feb 26, 1993	0.64

Over the past year, the correlation between BULIX and BEQGX has dropped to 0.04 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.

Return for Risk

BULIX vs. BEQGX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BULIX

BULIX Risk / Return Rank: 18
BULIX Sharpe Ratio Rank: 17
BULIX Sortino Ratio Rank: 17
BULIX Omega Ratio Rank: 17
BULIX Calmar Ratio Rank: 23
BULIX Martin Ratio Rank: 17

BEQGX

BEQGX Risk / Return Rank: 65
BEQGX Sharpe Ratio Rank: 67
BEQGX Sortino Ratio Rank: 63
BEQGX Omega Ratio Rank: 61
BEQGX Calmar Ratio Rank: 63
BEQGX Martin Ratio Rank: 70

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BULIX vs. BEQGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Equity Growth Fund (BEQGX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BULIX	BEQGX	Difference
Sharpe ratio: Return per unit of total volatility	0.65	1.57	-0.92
Sortino ratio: Return per unit of downside risk	0.97	2.17	-1.20
Omega ratio: Gain probability vs. loss probability	1.12	1.27	-0.16
Calmar ratio: Return relative to maximum drawdown	1.04	2.09	-1.04
Martin ratio: Return relative to average drawdown	2.30	8.61	-6.31

BULIX vs. BEQGX - Sharpe Ratio Comparison

The current BULIX Sharpe Ratio is 0.65, which is lower than the BEQGX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of BULIX and BEQGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BULIX vs. BEQGX - Drawdown Comparison

The maximum BULIX drawdown since its inception was -55.21%, roughly equal to the maximum BEQGX drawdown of -54.43%. Use the drawdown chart below to compare losses from any high point for BULIX and BEQGX.

Drawdown Indicators

	BULIX	BEQGX	Difference
Max Drawdown Largest peak-to-trough decline	-55.21%	-54.43%	-0.78%
Max Drawdown (1Y) Largest decline over 1 year	-8.93%	-10.01%	+1.08%
Max Drawdown (3Y) Largest decline over 3 years	-12.37%	-20.54%	+8.17%
Max Drawdown (5Y) Largest decline over 5 years	-24.56%	-27.25%	+2.69%
Max Drawdown (10Y) Largest decline over 10 years	-33.86%	-31.94%	-1.92%
Current Drawdown Current decline from peak	-5.08%	-1.30%	-3.78%
Average Drawdown Average peak-to-trough decline	-10.00%	-9.35%	-0.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.04%	2.42%	+1.62%

Volatility

BULIX vs. BEQGX - Volatility Comparison

American Century Utilities Fund (BULIX) has a higher volatility of 4.59% compared to American Century Equity Growth Fund (BEQGX) at 3.15%. This indicates that BULIX's price experiences larger fluctuations and is considered to be riskier than BEQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BULIX	BEQGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.59%	3.15%	+1.44%
Volatility (6M) Calculated over the trailing 6-month period	11.49%	10.26%	+1.23%
Volatility (1Y) Calculated over the trailing 1-year period	14.32%	13.29%	+1.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.76%	17.07%	-0.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.10%	17.94%	+0.16%

BULIX vs. BEQGX - Expense Ratio Comparison

Both BULIX and BEQGX have an expense ratio of 0.65%.

Dividends

BULIX vs. BEQGX - Dividend Comparison

BULIX's dividend yield for the trailing twelve months is around 10.58%, which matches BEQGX's 10.52% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BEQGX American Century Equity Growth Fund	10.52%	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	10.58%	11.60%	2.36%	2.65%	7.78%	7.50%	7.55%	2.97%	6.91%	7.70%	6.99%	5.87%

Frequently Asked Questions

Can I hold both BULIX and BEQGX in my portfolio?

BULIX and BEQGX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BULIX or BEQGX?

BULIX has higher volatility (4.59%) compared to BEQGX (3.15%). In terms of maximum drawdown, BULIX dropped -55.21% vs BEQGX's -54.43%.

Which has better risk-adjusted returns?

BEQGX currently has the higher Sharpe Ratio (1.57 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.