TWBIX vs. TWCUX
Compare and contrast key facts about American Century Balanced Fund (TWBIX) and American Century Ultra Fund (TWCUX).
TWBIX is managed by American Century Investments. It was launched on Oct 19, 1988. TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWBIX or TWCUX.
Correlation
The correlation between TWBIX and TWCUX is 0.92, 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. TWCUX - Performance Comparison
Key characteristics
TWBIX:
0.37
TWCUX:
0.33
TWBIX:
0.60
TWCUX:
0.64
TWBIX:
1.08
TWCUX:
1.09
TWBIX:
0.22
TWCUX:
0.34
TWBIX:
1.32
TWCUX:
1.13
TWBIX:
3.34%
TWCUX:
7.46%
TWBIX:
11.97%
TWCUX:
25.68%
TWBIX:
-38.26%
TWCUX:
-61.31%
TWBIX:
-14.73%
TWCUX:
-14.86%
Returns By Period
In the year-to-date period, TWBIX achieves a -4.36% return, which is significantly higher than TWCUX's -10.94% return. Over the past 10 years, TWBIX has underperformed TWCUX with an annualized return of 1.67%, while TWCUX has yielded a comparatively higher 14.56% annualized return.
TWBIX
-4.36%
-0.69%
-4.37%
3.95%
1.71%
1.67%
TWCUX
-10.94%
0.39%
-7.84%
6.39%
15.54%
14.56%
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TWBIX vs. TWCUX - Expense Ratio Comparison
TWBIX has a 0.91% expense ratio, which is lower than TWCUX's 0.93% expense ratio.
Risk-Adjusted Performance
TWBIX vs. TWCUX — Risk-Adjusted Performance Rank
TWBIX
TWCUX
TWBIX vs. TWCUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Balanced Fund (TWBIX) and American Century Ultra Fund (TWCUX). 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. TWCUX - Dividend Comparison
TWBIX's dividend yield for the trailing twelve months is around 1.98%, less than TWCUX's 4.02% 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% |
TWCUX American Century Ultra Fund | 4.02% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 6.01% | 4.87% | 5.44% | 7.63% |
Drawdowns
TWBIX vs. TWCUX - Drawdown Comparison
The maximum TWBIX drawdown since its inception was -38.26%, smaller than the maximum TWCUX drawdown of -61.31%. Use the drawdown chart below to compare losses from any high point for TWBIX and TWCUX. For additional features, visit the drawdowns tool.
Volatility
TWBIX vs. TWCUX - Volatility Comparison
The current volatility for American Century Balanced Fund (TWBIX) is 8.31%, while American Century Ultra Fund (TWCUX) has a volatility of 17.12%. This indicates that TWBIX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.