COSYX vs. TWCGX
Compare and contrast key facts about Columbia Overseas Value Fund Institutional 3 Class (COSYX) and American Century Growth Fund (TWCGX).
COSYX is managed by Columbia. It was launched on Jul 1, 2015. TWCGX is managed by American Century Investments. It was launched on Jun 30, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSYX or TWCGX.
Correlation
The correlation between COSYX and TWCGX is 0.60, 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
COSYX vs. TWCGX - Performance Comparison
Key characteristics
COSYX:
1.28
TWCGX:
0.64
COSYX:
1.76
TWCGX:
0.94
COSYX:
1.23
TWCGX:
1.13
COSYX:
1.89
TWCGX:
0.79
COSYX:
4.65
TWCGX:
2.41
COSYX:
3.55%
TWCGX:
5.00%
COSYX:
12.96%
TWCGX:
18.75%
COSYX:
-44.11%
TWCGX:
-58.57%
COSYX:
-1.14%
TWCGX:
-8.91%
Returns By Period
In the year-to-date period, COSYX achieves a 7.83% return, which is significantly higher than TWCGX's 0.50% return.
COSYX
7.83%
4.83%
2.09%
15.48%
7.03%
N/A
TWCGX
0.50%
-3.03%
1.15%
8.85%
8.97%
7.06%
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COSYX vs. TWCGX - Expense Ratio Comparison
COSYX has a 0.77% expense ratio, which is lower than TWCGX's 0.94% expense ratio.
Risk-Adjusted Performance
COSYX vs. TWCGX — Risk-Adjusted Performance Rank
COSYX
TWCGX
COSYX vs. TWCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund Institutional 3 Class (COSYX) 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.
Dividends
COSYX vs. TWCGX - Dividend Comparison
COSYX's dividend yield for the trailing twelve months is around 5.14%, while TWCGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSYX Columbia Overseas Value Fund Institutional 3 Class | 5.14% | 5.54% | 4.11% | 0.92% | 3.06% | 1.36% | 3.78% | 2.03% | 1.87% | 2.20% | 2.51% | 0.00% |
TWCGX American Century Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.58% | 0.17% | 0.62% | 0.36% | 0.34% |
Drawdowns
COSYX vs. TWCGX - Drawdown Comparison
The maximum COSYX drawdown since its inception was -44.11%, smaller than the maximum TWCGX drawdown of -58.57%. Use the drawdown chart below to compare losses from any high point for COSYX and TWCGX. For additional features, visit the drawdowns tool.
Volatility
COSYX vs. TWCGX - Volatility Comparison
The current volatility for Columbia Overseas Value Fund Institutional 3 Class (COSYX) is 3.20%, while American Century Growth Fund (TWCGX) has a volatility of 5.61%. This indicates that COSYX 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.