TWBIX vs. BULIX
Compare and contrast key facts about American Century Balanced Fund (TWBIX) and American Century Utilities Fund (BULIX).
TWBIX is managed by American Century Investments. It was launched on Oct 19, 1988. BULIX is managed by American Century Investments. It was launched on Feb 28, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWBIX or BULIX.
Correlation
The correlation between TWBIX and BULIX 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
TWBIX vs. BULIX - Performance Comparison
Key characteristics
TWBIX:
0.37
BULIX:
1.18
TWBIX:
0.60
BULIX:
1.64
TWBIX:
1.08
BULIX:
1.21
TWBIX:
0.22
BULIX:
1.32
TWBIX:
1.32
BULIX:
4.47
TWBIX:
3.34%
BULIX:
4.60%
TWBIX:
11.97%
BULIX:
17.52%
TWBIX:
-38.26%
BULIX:
-54.91%
TWBIX:
-14.73%
BULIX:
-4.02%
Returns By Period
In the year-to-date period, TWBIX achieves a -4.36% return, which is significantly lower than BULIX's 4.71% return. Over the past 10 years, TWBIX has underperformed BULIX with an annualized return of 1.67%, while BULIX has yielded a comparatively higher 3.48% annualized return.
TWBIX
-4.36%
-0.69%
-4.37%
3.95%
1.71%
1.67%
BULIX
4.71%
0.99%
-1.05%
21.56%
4.54%
3.48%
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TWBIX vs. BULIX - Expense Ratio Comparison
TWBIX has a 0.91% expense ratio, which is higher than BULIX's 0.65% expense ratio.
Risk-Adjusted Performance
TWBIX vs. BULIX — Risk-Adjusted Performance Rank
TWBIX
BULIX
TWBIX vs. BULIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Balanced Fund (TWBIX) and American Century Utilities Fund (BULIX). 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
TWBIX vs. BULIX - Dividend Comparison
TWBIX's dividend yield for the trailing twelve months is around 1.98%, less than BULIX's 2.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BULIX American Century Utilities Fund | 2.56% | 2.35% | 2.65% | 2.13% | 1.87% | 2.69% | 2.97% | 4.30% | 3.43% | 2.96% | 3.38% | 3.14% |
Drawdowns
TWBIX vs. BULIX - Drawdown Comparison
The maximum TWBIX drawdown since its inception was -38.26%, smaller than the maximum BULIX drawdown of -54.91%. Use the drawdown chart below to compare losses from any high point for TWBIX and BULIX. For additional features, visit the drawdowns tool.
Volatility
TWBIX vs. BULIX - Volatility Comparison
The current volatility for American Century Balanced Fund (TWBIX) is 8.31%, while American Century Utilities Fund (BULIX) has a volatility of 9.02%. This indicates that TWBIX experiences smaller price fluctuations and is considered to be less risky than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.