TWCIX vs. VFINX

In the year-to-date period, TWCIX achieves a -1.93% return, which is significantly lower than VFINX's 0.60% return. Over the past 10 years, TWCIX has outperformed VFINX with an annualized return of 14.00%, while VFINX has yielded a comparatively lower 12.66% annualized return.

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

TWCIX has a 0.94% expense ratio, which is higher than VFINX's 0.14% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Select Fund (TWCIX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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 TWCIX Sharpe Ratio is 0.50, which is comparable to the VFINX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of TWCIX and VFINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TWCIX's dividend yield for the trailing twelve months is around 3.74%, more than VFINX's 1.18% yield.

The maximum TWCIX drawdown since its inception was -57.09%, roughly equal to the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for TWCIX and VFINX. For additional features, visit the drawdowns tool.

American Century Select Fund (TWCIX) has a higher volatility of 8.05% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 6.15%. This indicates that TWCIX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.