BULIX vs. TWCGX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and American Century Growth Fund (TWCGX).
BULIX is managed by American Century. It was launched on Feb 28, 1993. TWCGX is managed by American Century. It was launched on Jun 30, 1971.
Performance
BULIX vs. TWCGX - Performance Comparison
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BULIX vs. TWCGX - 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% |
TWCGX American Century Growth Fund | -10.23% | 15.28% | 26.20% | 43.31% | -31.39% | 27.86% | 35.23% | 35.39% | -1.27% | 30.06% |
Returns By Period
In the year-to-date period, BULIX achieves a 9.21% return, which is significantly higher than TWCGX's -10.23% return. Over the past 10 years, BULIX has underperformed TWCGX with an annualized return of 7.29%, while TWCGX has yielded a comparatively higher 14.92% 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%
TWCGX
- 1D
- 3.75%
- 1M
- -5.65%
- YTD
- -10.23%
- 6M
- -9.87%
- 1Y
- 15.47%
- 3Y*
- 17.60%
- 5Y*
- 9.71%
- 10Y*
- 14.92%
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BULIX vs. TWCGX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than TWCGX's 0.94% expense ratio.
Return for Risk
BULIX vs. TWCGX — Risk / Return Rank
BULIX
TWCGX
BULIX vs. TWCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Growth Fund (TWCGX). 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 | TWCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.73 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.21 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 0.99 | +1.77 |
Martin ratioReturn relative to average drawdown | 6.85 | 3.39 | +3.46 |
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 | TWCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.73 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.45 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.70 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.51 | -0.05 |
Correlation
The correlation between BULIX and TWCGX is 0.55, 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. TWCGX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.45%, less than TWCGX's 19.09% 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% |
TWCGX American Century Growth Fund | 19.09% | 17.14% | 5.96% | 4.81% | 4.86% | 9.83% | 5.33% | 5.60% | 14.07% | 10.28% | 4.64% | 6.80% |
Drawdowns
BULIX vs. TWCGX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, smaller than the maximum TWCGX drawdown of -59.60%. Use the drawdown chart below to compare losses from any high point for BULIX and TWCGX.
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Drawdown Indicators
| BULIX | TWCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -59.60% | +4.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -16.69% | +8.35% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -34.92% | +10.36% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -34.92% | +1.06% |
Current DrawdownCurrent decline from peak | -3.12% | -13.56% | +10.44% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -15.34% | +5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 4.86% | -1.51% |
Volatility
BULIX vs. TWCGX - Volatility Comparison
The current volatility for American Century Utilities Fund (BULIX) is 4.78%, while American Century Growth Fund (TWCGX) has a volatility of 6.79%. This indicates that BULIX experiences smaller price fluctuations and is considered to be less risky than TWCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BULIX | TWCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 6.79% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 12.60% | -2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.47% | 22.69% | -7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 21.63% | -5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 21.27% | -3.28% |