TWCGX vs. FBGRX
Compare and contrast key facts about American Century Growth Fund (TWCGX) and Fidelity Blue Chip Growth Fund (FBGRX).
TWCGX is managed by American Century Investments. It was launched on Jun 30, 1971. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWCGX or FBGRX.
Correlation
The correlation between TWCGX and FBGRX is 0.93, 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
TWCGX vs. FBGRX - Performance Comparison
Key characteristics
TWCGX:
1.25
FBGRX:
1.72
TWCGX:
1.67
FBGRX:
2.28
TWCGX:
1.24
FBGRX:
1.32
TWCGX:
1.05
FBGRX:
2.27
TWCGX:
5.72
FBGRX:
7.14
TWCGX:
3.96%
FBGRX:
4.89%
TWCGX:
18.13%
FBGRX:
20.30%
TWCGX:
-58.57%
FBGRX:
-57.42%
TWCGX:
-8.10%
FBGRX:
-3.25%
Returns By Period
In the year-to-date period, TWCGX achieves a 21.04% return, which is significantly lower than FBGRX's 33.41% return. Over the past 10 years, TWCGX has underperformed FBGRX with an annualized return of 7.53%, while FBGRX has yielded a comparatively higher 13.60% annualized return.
TWCGX
21.04%
-2.26%
1.73%
21.24%
10.14%
7.53%
FBGRX
33.41%
3.54%
5.42%
33.38%
16.59%
13.60%
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TWCGX vs. FBGRX - Expense Ratio Comparison
TWCGX has a 0.94% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
TWCGX vs. FBGRX - Risk-Adjusted Performance Comparison
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.
Dividends
TWCGX vs. FBGRX - Dividend Comparison
TWCGX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.19%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Century Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.58% | 0.17% | 0.62% | 0.36% | 0.34% | 0.37% |
Fidelity Blue Chip Growth Fund | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
TWCGX vs. FBGRX - Drawdown Comparison
The maximum TWCGX drawdown since its inception was -58.57%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for TWCGX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
TWCGX vs. FBGRX - Volatility Comparison
American Century Growth Fund (TWCGX) has a higher volatility of 7.77% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.35%. This indicates that TWCGX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.