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TWCGX vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

TWCGX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Growth Fund (TWCGX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%JulyAugustSeptemberOctoberNovemberDecember
753.03%
6,918.38%
TWCGX
FBGRX

Key characteristics

Sharpe Ratio

TWCGX:

1.25

FBGRX:

1.72

Sortino Ratio

TWCGX:

1.67

FBGRX:

2.28

Omega Ratio

TWCGX:

1.24

FBGRX:

1.32

Calmar Ratio

TWCGX:

1.05

FBGRX:

2.27

Martin Ratio

TWCGX:

5.72

FBGRX:

7.14

Ulcer Index

TWCGX:

3.96%

FBGRX:

4.89%

Daily Std Dev

TWCGX:

18.13%

FBGRX:

20.30%

Max Drawdown

TWCGX:

-58.57%

FBGRX:

-57.42%

Current Drawdown

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

YTD

21.04%

1M

-2.26%

6M

1.73%

1Y

21.24%

5Y*

10.14%

10Y*

7.53%

FBGRX

YTD

33.41%

1M

3.54%

6M

5.42%

1Y

33.38%

5Y*

16.59%

10Y*

13.60%

Compare stocks, funds, or ETFs

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


TWCGX vs. FBGRX - Expense Ratio Comparison

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


TWCGX
American Century Growth Fund
Expense ratio chart for TWCGX: current value at 0.94% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.94%
Expense ratio chart for FBGRX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

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.


Sharpe ratio
The chart of Sharpe ratio for TWCGX, currently valued at 1.25, compared to the broader market-1.000.001.002.003.004.001.251.72
The chart of Sortino ratio for TWCGX, currently valued at 1.67, compared to the broader market-2.000.002.004.006.008.0010.001.672.28
The chart of Omega ratio for TWCGX, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.003.501.241.32
The chart of Calmar ratio for TWCGX, currently valued at 1.05, compared to the broader market0.002.004.006.008.0010.0012.0014.001.052.27
The chart of Martin ratio for TWCGX, currently valued at 5.72, compared to the broader market0.0020.0040.0060.005.727.14
TWCGX
FBGRX

The current TWCGX Sharpe Ratio is 1.25, which is comparable to the FBGRX Sharpe Ratio of 1.72. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.25
1.72
TWCGX
FBGRX

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%.


TTM20232022202120202019201820172016201520142013
TWCGX
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%
FBGRX
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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.10%
-3.25%
TWCGX
FBGRX

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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.77%
5.35%
TWCGX
FBGRX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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