NPHIX vs. TWEIX
Compare and contrast key facts about American Century High Income Fund (NPHIX) and American Century Equity Income Fund (TWEIX).
NPHIX is managed by American Century. It was launched on Dec 27, 2012. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
NPHIX vs. TWEIX - Performance Comparison
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NPHIX vs. TWEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPHIX American Century High Income Fund | -1.52% | 8.86% | 6.92% | 12.05% | -12.59% | 6.12% | 8.03% | 12.70% | -1.98% | 7.02% |
TWEIX American Century Equity Income Fund | 2.58% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, NPHIX achieves a -1.52% return, which is significantly lower than TWEIX's 2.58% return. Over the past 10 years, NPHIX has underperformed TWEIX with an annualized return of 5.67%, while TWEIX has yielded a comparatively higher 8.66% annualized return.
NPHIX
- 1D
- 0.23%
- 1M
- -2.28%
- YTD
- -1.52%
- 6M
- -0.09%
- 1Y
- 6.16%
- 3Y*
- 7.27%
- 5Y*
- 3.26%
- 10Y*
- 5.67%
TWEIX
- 1D
- -0.12%
- 1M
- -5.77%
- YTD
- 2.58%
- 6M
- 4.41%
- 1Y
- 9.60%
- 3Y*
- 9.46%
- 5Y*
- 7.27%
- 10Y*
- 8.66%
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NPHIX vs. TWEIX - Expense Ratio Comparison
NPHIX has a 0.58% expense ratio, which is lower than TWEIX's 0.94% expense ratio.
Return for Risk
NPHIX vs. TWEIX — Risk / Return Rank
NPHIX
TWEIX
NPHIX vs. TWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century High Income Fund (NPHIX) and American Century Equity Income Fund (TWEIX). 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.
| NPHIX | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 0.91 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.33 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.18 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.07 | +0.96 |
Martin ratioReturn relative to average drawdown | 8.74 | 4.18 | +4.55 |
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
| NPHIX | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.91 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.68 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.01 | 0.65 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.75 | +0.22 |
Correlation
The correlation between NPHIX and TWEIX is 0.42, 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
NPHIX vs. TWEIX - Dividend Comparison
NPHIX's dividend yield for the trailing twelve months is around 6.32%, less than TWEIX's 10.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPHIX American Century High Income Fund | 6.32% | 6.69% | 6.07% | 4.81% | 4.95% | 5.77% | 5.35% | 5.54% | 6.24% | 5.87% | 5.72% | 7.44% |
TWEIX American Century Equity Income Fund | 10.11% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
NPHIX vs. TWEIX - Drawdown Comparison
The maximum NPHIX drawdown since its inception was -21.67%, smaller than the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for NPHIX and TWEIX.
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Drawdown Indicators
| NPHIX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.67% | -39.30% | +17.63% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -8.86% | +5.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -13.69% | -2.65% |
Max Drawdown (10Y)Largest decline over 10 years | -21.67% | -32.82% | +11.15% |
Current DrawdownCurrent decline from peak | -2.30% | -5.77% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -2.55% | -4.17% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 2.33% | -1.60% |
Volatility
NPHIX vs. TWEIX - Volatility Comparison
The current volatility for American Century High Income Fund (NPHIX) is 1.18%, while American Century Equity Income Fund (TWEIX) has a volatility of 2.79%. This indicates that NPHIX experiences smaller price fluctuations and is considered to be less risky than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NPHIX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 2.79% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 6.06% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.84% | 11.59% | -7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.24% | 10.70% | -5.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.64% | 13.35% | -7.71% |