BULIX vs. TWBIX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and American Century Balanced Fund (TWBIX).
BULIX is managed by American Century Investments. It was launched on Feb 28, 1993. TWBIX is managed by American Century Investments. It was launched on Oct 19, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BULIX or TWBIX.
Correlation
The correlation between BULIX and TWBIX is 0.67, 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. TWBIX - Performance Comparison
Key characteristics
BULIX:
1.16
TWBIX:
0.34
BULIX:
1.62
TWBIX:
0.57
BULIX:
1.21
TWBIX:
1.08
BULIX:
1.31
TWBIX:
0.21
BULIX:
4.43
TWBIX:
1.25
BULIX:
4.59%
TWBIX:
3.30%
BULIX:
17.50%
TWBIX:
11.98%
BULIX:
-54.91%
TWBIX:
-38.26%
BULIX:
-4.75%
TWBIX:
-14.82%
Returns By Period
In the year-to-date period, BULIX achieves a 3.91% return, which is significantly higher than TWBIX's -4.47% return. Over the past 10 years, BULIX has outperformed TWBIX with an annualized return of 3.44%, while TWBIX has yielded a comparatively lower 1.73% annualized return.
BULIX
3.91%
0.22%
-0.96%
20.63%
4.17%
3.44%
TWBIX
-4.47%
-0.79%
-4.43%
3.84%
2.02%
1.73%
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BULIX vs. TWBIX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than TWBIX's 0.91% expense ratio.
Risk-Adjusted Performance
BULIX vs. TWBIX — Risk-Adjusted Performance Rank
BULIX
TWBIX
BULIX vs. TWBIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Balanced Fund (TWBIX). 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.
Dividends
BULIX vs. TWBIX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 2.58%, more than TWBIX's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 2.58% | 2.35% | 2.65% | 2.13% | 1.87% | 2.69% | 2.97% | 4.30% | 3.43% | 2.96% | 3.38% | 3.14% |
TWBIX American Century Balanced Fund | 1.98% | 1.86% | 1.71% | 1.66% | 0.73% | 1.15% | 1.44% | 2.00% | 1.46% | 1.47% | 1.65% | 1.51% |
Drawdowns
BULIX vs. TWBIX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -54.91%, which is greater than TWBIX's maximum drawdown of -38.26%. Use the drawdown chart below to compare losses from any high point for BULIX and TWBIX. For additional features, visit the drawdowns tool.
Volatility
BULIX vs. TWBIX - Volatility Comparison
American Century Utilities Fund (BULIX) has a higher volatility of 8.99% compared to American Century Balanced Fund (TWBIX) at 8.31%. This indicates that BULIX's price experiences larger fluctuations and is considered to be riskier than TWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.