TWCGX vs. FBGRX

In the year-to-date period, TWCGX achieves a 3.73% return, which is significantly lower than FBGRX's 4.27% return. Over the past 10 years, TWCGX has underperformed FBGRX with an annualized return of 8.00%, while FBGRX has yielded a comparatively higher 14.06% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TWCGX has a 0.94% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund (TWCGX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.

The current TWCGX Sharpe Ratio is 1.04, which is lower than the FBGRX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of TWCGX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TWCGX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.22%.

The maximum TWCGX drawdown since its inception was -58.57%, roughly equal to the maximum FBGRX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for TWCGX and FBGRX. For additional features, visit the drawdowns tool.

American Century Growth Fund (TWCGX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.43% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.