TWBIX vs. FLCOX
Compare and contrast key facts about American Century Balanced Fund (TWBIX) and Fidelity Large Cap Value Index Fund (FLCOX).
TWBIX is managed by American Century Investments. It was launched on Oct 19, 1988. FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWBIX or FLCOX.
Correlation
The correlation between TWBIX and FLCOX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TWBIX vs. FLCOX - Performance Comparison
Key characteristics
TWBIX:
0.37
FLCOX:
0.38
TWBIX:
0.60
FLCOX:
0.64
TWBIX:
1.08
FLCOX:
1.09
TWBIX:
0.22
FLCOX:
0.39
TWBIX:
1.32
FLCOX:
1.45
TWBIX:
3.34%
FLCOX:
4.21%
TWBIX:
11.97%
FLCOX:
16.22%
TWBIX:
-38.26%
FLCOX:
-38.28%
TWBIX:
-14.73%
FLCOX:
-8.69%
Returns By Period
In the year-to-date period, TWBIX achieves a -4.36% return, which is significantly lower than FLCOX's -1.71% return.
TWBIX
-4.36%
-0.69%
-4.37%
3.95%
1.71%
1.67%
FLCOX
-1.71%
-2.83%
-4.19%
6.49%
12.32%
N/A
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TWBIX vs. FLCOX - Expense Ratio Comparison
TWBIX has a 0.91% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Risk-Adjusted Performance
TWBIX vs. FLCOX — Risk-Adjusted Performance Rank
TWBIX
FLCOX
TWBIX vs. FLCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Balanced Fund (TWBIX) and Fidelity Large Cap Value Index Fund (FLCOX). 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. FLCOX - Dividend Comparison
TWBIX's dividend yield for the trailing twelve months is around 1.98%, more than FLCOX's 1.65% 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% |
FLCOX Fidelity Large Cap Value Index Fund | 1.65% | 1.62% | 1.99% | 2.01% | 1.55% | 2.28% | 2.13% | 2.33% | 1.73% | 0.52% | 0.00% | 0.00% |
Drawdowns
TWBIX vs. FLCOX - Drawdown Comparison
The maximum TWBIX drawdown since its inception was -38.26%, roughly equal to the maximum FLCOX drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for TWBIX and FLCOX. For additional features, visit the drawdowns tool.
Volatility
TWBIX vs. FLCOX - Volatility Comparison
The current volatility for American Century Balanced Fund (TWBIX) is 8.31%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 11.86%. This indicates that TWBIX experiences smaller price fluctuations and is considered to be less risky than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.