TWBIX vs. PRPFX
Compare and contrast key facts about American Century Balanced Fund (TWBIX) and Permanent Portfolio Permanent Portfolio (PRPFX).
TWBIX is managed by American Century Investments. It was launched on Oct 19, 1988. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWBIX or PRPFX.
Correlation
The correlation between TWBIX and PRPFX is 0.58, 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. PRPFX - Performance Comparison
Key characteristics
TWBIX:
0.35
PRPFX:
1.72
TWBIX:
0.59
PRPFX:
2.31
TWBIX:
1.08
PRPFX:
1.32
TWBIX:
0.22
PRPFX:
2.38
TWBIX:
1.23
PRPFX:
8.20
TWBIX:
3.52%
PRPFX:
2.37%
TWBIX:
11.86%
PRPFX:
11.76%
TWBIX:
-38.26%
PRPFX:
-31.23%
TWBIX:
-13.41%
PRPFX:
-0.38%
Returns By Period
In the year-to-date period, TWBIX achieves a -2.89% return, which is significantly lower than PRPFX's 8.62% return. Over the past 10 years, TWBIX has underperformed PRPFX with an annualized return of 1.85%, while PRPFX has yielded a comparatively higher 5.84% annualized return.
TWBIX
-2.89%
7.81%
-4.25%
4.14%
2.00%
1.85%
PRPFX
8.62%
9.48%
4.04%
20.09%
11.28%
5.84%
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TWBIX vs. PRPFX - Expense Ratio Comparison
TWBIX has a 0.91% expense ratio, which is higher than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
TWBIX vs. PRPFX — Risk-Adjusted Performance Rank
TWBIX
PRPFX
TWBIX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Balanced Fund (TWBIX) and Permanent Portfolio Permanent Portfolio (PRPFX). 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. PRPFX - Dividend Comparison
TWBIX's dividend yield for the trailing twelve months is around 1.95%, more than PRPFX's 0.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWBIX American Century Balanced Fund | 1.95% | 1.86% | 1.71% | 1.66% | 0.73% | 1.15% | 1.44% | 2.00% | 1.46% | 1.47% | 1.65% | 1.51% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.87% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
TWBIX vs. PRPFX - Drawdown Comparison
The maximum TWBIX drawdown since its inception was -38.26%, which is greater than PRPFX's maximum drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for TWBIX and PRPFX. For additional features, visit the drawdowns tool.
Volatility
TWBIX vs. PRPFX - Volatility Comparison
American Century Balanced Fund (TWBIX) has a higher volatility of 6.72% compared to Permanent Portfolio Permanent Portfolio (PRPFX) at 4.82%. This indicates that TWBIX's price experiences larger fluctuations and is considered to be riskier than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.