TWCGX vs. TWHIX
Compare and contrast key facts about American Century Growth Fund (TWCGX) and American Century Heritage Fund (TWHIX).
TWCGX is managed by American Century. It was launched on Jun 30, 1971. TWHIX is managed by American Century. It was launched on Nov 10, 1987.
Performance
TWCGX vs. TWHIX - Performance Comparison
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TWCGX vs. TWHIX - 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% |
TWHIX American Century Heritage Fund | -6.59% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 42.61% | 35.50% | -5.08% | 21.83% |
Returns By Period
In the year-to-date period, TWCGX achieves a -10.23% return, which is significantly lower than TWHIX's -6.59% return. Over the past 10 years, TWCGX has outperformed TWHIX with an annualized return of 14.92%, while TWHIX has yielded a comparatively lower 10.90% 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%
TWHIX
- 1D
- 3.80%
- 1M
- -6.46%
- YTD
- -6.59%
- 6M
- -9.86%
- 1Y
- 7.31%
- 3Y*
- 11.21%
- 5Y*
- 3.21%
- 10Y*
- 10.90%
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TWCGX vs. TWHIX - Expense Ratio Comparison
TWCGX has a 0.94% expense ratio, which is lower than TWHIX's 1.00% expense ratio.
Return for Risk
TWCGX vs. TWHIX — Risk / Return Rank
TWCGX
TWHIX
TWCGX vs. TWHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund (TWCGX) and American Century Heritage Fund (TWHIX). 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 | TWHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.34 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.66 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.09 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.49 | +0.50 |
Martin ratioReturn relative to average drawdown | 3.39 | 1.53 | +1.86 |
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 | TWHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.34 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.14 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.48 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.51 | 0.00 |
Correlation
The correlation between TWCGX and TWHIX is 0.86, 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. TWHIX - Dividend Comparison
TWCGX's dividend yield for the trailing twelve months is around 19.09%, less than TWHIX's 23.70% 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% |
TWHIX American Century Heritage Fund | 23.70% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% |
Drawdowns
TWCGX vs. TWHIX - Drawdown Comparison
The maximum TWCGX drawdown since its inception was -59.60%, roughly equal to the maximum TWHIX drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for TWCGX and TWHIX.
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Drawdown Indicators
| TWCGX | TWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.60% | -56.98% | -2.62% |
Max Drawdown (1Y)Largest decline over 1 year | -16.69% | -15.82% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -34.92% | -40.34% | +5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -40.34% | +5.42% |
Current DrawdownCurrent decline from peak | -13.56% | -12.62% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -12.27% | -3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 5.06% | -0.20% |
Volatility
TWCGX vs. TWHIX - Volatility Comparison
The current volatility for American Century Growth Fund (TWCGX) is 6.79%, while American Century Heritage Fund (TWHIX) has a volatility of 7.37%. This indicates that TWCGX experiences smaller price fluctuations and is considered to be less risky than TWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWCGX | TWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 7.37% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 13.88% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 23.86% | -1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 23.29% | -1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 22.76% | -1.49% |