TWBIX vs. SPY
Compare and contrast key facts about American Century Balanced Fund (TWBIX) and SPDR S&P 500 ETF (SPY).
TWBIX is managed by American Century Investments. It was launched on Oct 19, 1988. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWBIX or SPY.
Correlation
The correlation between TWBIX and SPY is 0.94, 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. SPY - Performance Comparison
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Key characteristics
TWBIX:
0.34
SPY:
0.57
TWBIX:
0.56
SPY:
0.93
TWBIX:
1.08
SPY:
1.14
TWBIX:
0.21
SPY:
0.61
TWBIX:
1.12
SPY:
2.33
TWBIX:
3.61%
SPY:
4.90%
TWBIX:
12.05%
SPY:
20.34%
TWBIX:
-38.26%
SPY:
-55.19%
TWBIX:
-12.05%
SPY:
-4.58%
Returns By Period
In the year-to-date period, TWBIX achieves a -1.36% return, which is significantly lower than SPY's -0.21% return. Over the past 10 years, TWBIX has underperformed SPY with an annualized return of 1.94%, while SPY has yielded a comparatively higher 12.52% annualized return.
TWBIX
-1.36%
6.37%
-2.21%
4.11%
8.09%
2.14%
1.94%
SPY
-0.21%
10.59%
-1.16%
11.45%
15.35%
16.25%
12.52%
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TWBIX vs. SPY - Expense Ratio Comparison
TWBIX has a 0.91% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TWBIX vs. SPY — Risk-Adjusted Performance Rank
TWBIX
SPY
TWBIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Balanced Fund (TWBIX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
TWBIX vs. SPY - Dividend Comparison
TWBIX's dividend yield for the trailing twelve months is around 1.92%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWBIX American Century Balanced Fund | 1.92% | 1.86% | 1.71% | 1.66% | 0.73% | 1.15% | 1.44% | 2.00% | 1.46% | 1.47% | 1.65% | 1.51% |
SPY SPDR S&P 500 ETF | 1.23% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TWBIX vs. SPY - Drawdown Comparison
The maximum TWBIX drawdown since its inception was -38.26%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TWBIX and SPY. For additional features, visit the drawdowns tool.
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Volatility
TWBIX vs. SPY - Volatility Comparison
The current volatility for American Century Balanced Fund (TWBIX) is 2.97%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.68%. This indicates that TWBIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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