TWCGX vs. SWHGX
Compare and contrast key facts about American Century Growth Fund (TWCGX) and Schwab MarketTrack Growth Portfolio™ (SWHGX).
TWCGX is managed by American Century. It was launched on Jun 30, 1971. SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995.
Performance
TWCGX vs. SWHGX - Performance Comparison
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TWCGX vs. SWHGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWCGX American Century Growth Fund | -10.23% | 15.28% | 26.20% | 43.31% | -31.39% | 27.86% | 35.23% | 35.39% | -1.27% | 30.06% |
SWHGX Schwab MarketTrack Growth Portfolio™ | -0.60% | 17.49% | 11.76% | 18.22% | -15.06% | 18.09% | 11.02% | 22.23% | -7.19% | 16.11% |
Returns By Period
In the year-to-date period, TWCGX achieves a -10.23% return, which is significantly lower than SWHGX's -0.60% return. Over the past 10 years, TWCGX has outperformed SWHGX with an annualized return of 14.92%, while SWHGX has yielded a comparatively lower 9.54% annualized return.
TWCGX
- 1D
- 3.75%
- 1M
- -5.65%
- YTD
- -10.23%
- 6M
- -9.87%
- 1Y
- 15.47%
- 3Y*
- 17.60%
- 5Y*
- 9.71%
- 10Y*
- 14.92%
SWHGX
- 1D
- 2.23%
- 1M
- -4.60%
- YTD
- -0.60%
- 6M
- 1.51%
- 1Y
- 16.78%
- 3Y*
- 13.53%
- 5Y*
- 7.64%
- 10Y*
- 9.54%
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TWCGX vs. SWHGX - Expense Ratio Comparison
TWCGX has a 0.94% expense ratio, which is higher than SWHGX's 0.39% expense ratio.
Return for Risk
TWCGX vs. SWHGX — Risk / Return Rank
TWCGX
SWHGX
TWCGX vs. SWHGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund (TWCGX) and Schwab MarketTrack Growth Portfolio™ (SWHGX). 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.
| TWCGX | SWHGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.28 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.86 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.76 | -0.77 |
Martin ratioReturn relative to average drawdown | 3.39 | 8.29 | -4.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TWCGX | SWHGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.28 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.57 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.67 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.50 | +0.02 |
Correlation
The correlation between TWCGX and SWHGX is 0.89, 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.
Dividends
TWCGX vs. SWHGX - Dividend Comparison
TWCGX's dividend yield for the trailing twelve months is around 19.09%, more than SWHGX's 9.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCGX American Century Growth Fund | 19.09% | 17.14% | 5.96% | 4.81% | 4.86% | 9.83% | 5.33% | 5.60% | 14.07% | 10.28% | 4.64% | 6.80% |
SWHGX Schwab MarketTrack Growth Portfolio™ | 9.65% | 9.59% | 11.68% | 4.00% | 4.53% | 5.04% | 8.15% | 5.76% | 5.76% | 4.87% | 3.73% | 14.80% |
Drawdowns
TWCGX vs. SWHGX - Drawdown Comparison
The maximum TWCGX drawdown since its inception was -59.60%, which is greater than SWHGX's maximum drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for TWCGX and SWHGX.
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Drawdown Indicators
| TWCGX | SWHGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.60% | -49.19% | -10.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.69% | -9.78% | -6.91% |
Max Drawdown (5Y)Largest decline over 5 years | -34.92% | -25.63% | -9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -29.77% | -5.15% |
Current DrawdownCurrent decline from peak | -13.56% | -5.31% | -8.25% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -7.21% | -8.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.08% | +2.78% |
Volatility
TWCGX vs. SWHGX - Volatility Comparison
American Century Growth Fund (TWCGX) has a higher volatility of 6.79% compared to Schwab MarketTrack Growth Portfolio™ (SWHGX) at 4.74%. This indicates that TWCGX's price experiences larger fluctuations and is considered to be riskier than SWHGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWCGX | SWHGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 4.74% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 7.61% | +4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 13.38% | +9.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 13.53% | +8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 14.23% | +7.04% |