BULIX vs. BIGRX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and American Century Disciplined Core Value Fund (BIGRX).
BULIX is managed by American Century. It was launched on Feb 28, 1993. BIGRX is managed by American Century. It was launched on Dec 17, 1990.
Performance
BULIX vs. BIGRX - Performance Comparison
Loading graphics...
BULIX vs. BIGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 9.21% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
BIGRX American Century Disciplined Core Value Fund | 0.26% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
Returns By Period
In the year-to-date period, BULIX achieves a 9.21% return, which is significantly higher than BIGRX's 0.26% return. Over the past 10 years, BULIX has underperformed BIGRX with an annualized return of 7.29%, while BIGRX has yielded a comparatively higher 10.16% annualized return.
BULIX
- 1D
- -0.15%
- 1M
- -2.17%
- YTD
- 9.21%
- 6M
- 7.02%
- 1Y
- 21.31%
- 3Y*
- 14.91%
- 5Y*
- 9.52%
- 10Y*
- 7.29%
BIGRX
- 1D
- 2.23%
- 1M
- -5.23%
- YTD
- 0.26%
- 6M
- 4.65%
- 1Y
- 17.43%
- 3Y*
- 12.74%
- 5Y*
- 6.47%
- 10Y*
- 10.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BULIX vs. BIGRX - Expense Ratio Comparison
Both BULIX and BIGRX have an expense ratio of 0.65%.
Return for Risk
BULIX vs. BIGRX — Risk / Return Rank
BULIX
BIGRX
BULIX vs. BIGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Disciplined Core Value Fund (BIGRX). 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 | BIGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.10 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.62 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 1.60 | +1.16 |
Martin ratioReturn relative to average drawdown | 6.85 | 7.10 | -0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BULIX | BIGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.10 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.43 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.61 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.56 | -0.09 |
Correlation
The correlation between BULIX and BIGRX is 0.68, 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. BIGRX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.45%, more than BIGRX's 9.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 10.45% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
BIGRX American Century Disciplined Core Value Fund | 9.03% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
Drawdowns
BULIX vs. BIGRX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, roughly equal to the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for BULIX and BIGRX.
Loading graphics...
Drawdown Indicators
| BULIX | BIGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -58.04% | +2.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -11.35% | +3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -22.19% | -2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -32.62% | -1.24% |
Current DrawdownCurrent decline from peak | -3.12% | -5.90% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -9.04% | -1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.55% | +0.80% |
Volatility
BULIX vs. BIGRX - Volatility Comparison
American Century Utilities Fund (BULIX) has a higher volatility of 4.78% compared to American Century Disciplined Core Value Fund (BIGRX) at 4.38%. This indicates that BULIX's price experiences larger fluctuations and is considered to be riskier than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BULIX | BIGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.38% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 8.65% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.47% | 15.84% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 14.97% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 16.81% | +1.18% |