BULIX vs. TWHIX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and American Century Heritage Fund (TWHIX).
BULIX is managed by American Century Investments. It was launched on Feb 28, 1993. TWHIX is managed by American Century Investments. It was launched on Nov 10, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BULIX or TWHIX.
Correlation
The correlation between BULIX and TWHIX 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. TWHIX - Performance Comparison
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Key characteristics
BULIX:
0.80
TWHIX:
0.02
BULIX:
1.14
TWHIX:
0.18
BULIX:
1.15
TWHIX:
1.03
BULIX:
1.01
TWHIX:
-0.01
BULIX:
2.94
TWHIX:
-0.02
BULIX:
4.64%
TWHIX:
14.23%
BULIX:
17.61%
TWHIX:
29.42%
BULIX:
-54.91%
TWHIX:
-58.72%
BULIX:
-3.31%
TWHIX:
-21.25%
Returns By Period
In the year-to-date period, BULIX achieves a 6.88% return, which is significantly higher than TWHIX's 2.40% return. Over the past 10 years, BULIX has outperformed TWHIX with an annualized return of 3.71%, while TWHIX has yielded a comparatively lower -0.52% annualized return.
BULIX
6.88%
3.38%
-1.05%
13.98%
5.06%
5.71%
3.71%
TWHIX
2.40%
16.67%
-14.47%
0.50%
11.16%
3.24%
-0.52%
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BULIX vs. TWHIX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than TWHIX's 1.00% expense ratio.
Risk-Adjusted Performance
BULIX vs. TWHIX — Risk-Adjusted Performance Rank
BULIX
TWHIX
BULIX vs. TWHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and American Century Heritage Fund (TWHIX). 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.
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Dividends
BULIX vs. TWHIX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 2.51%, while TWHIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 2.51% | 2.35% | 2.65% | 2.13% | 1.87% | 2.69% | 2.97% | 4.30% | 3.43% | 2.96% | 3.38% | 3.14% |
TWHIX American Century Heritage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BULIX vs. TWHIX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -54.91%, smaller than the maximum TWHIX drawdown of -58.72%. Use the drawdown chart below to compare losses from any high point for BULIX and TWHIX. For additional features, visit the drawdowns tool.
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Volatility
BULIX vs. TWHIX - Volatility Comparison
The current volatility for American Century Utilities Fund (BULIX) is 4.12%, while American Century Heritage Fund (TWHIX) has a volatility of 6.80%. This indicates that BULIX experiences smaller price fluctuations and is considered to be less risky than TWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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