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TWCIX vs. VFINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TWCIX and VFINX 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

TWCIX vs. VFINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Select Fund (TWCIX) and Vanguard 500 Index Fund Investor Shares (VFINX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
9.61%
12.43%
TWCIX
VFINX

Key characteristics

Sharpe Ratio

TWCIX:

1.23

VFINX:

2.10

Sortino Ratio

TWCIX:

1.67

VFINX:

2.79

Omega Ratio

TWCIX:

1.23

VFINX:

1.39

Calmar Ratio

TWCIX:

1.08

VFINX:

3.19

Martin Ratio

TWCIX:

5.44

VFINX:

13.28

Ulcer Index

TWCIX:

4.01%

VFINX:

2.03%

Daily Std Dev

TWCIX:

17.80%

VFINX:

12.87%

Max Drawdown

TWCIX:

-60.97%

VFINX:

-55.25%

Current Drawdown

TWCIX:

-4.76%

VFINX:

-0.28%

Returns By Period

In the year-to-date period, TWCIX achieves a 3.06% return, which is significantly lower than VFINX's 3.80% return. Over the past 10 years, TWCIX has underperformed VFINX with an annualized return of 8.49%, while VFINX has yielded a comparatively higher 13.60% annualized return.


TWCIX

YTD

3.06%

1M

-0.56%

6M

9.61%

1Y

21.66%

5Y*

8.60%

10Y*

8.49%

VFINX

YTD

3.80%

1M

1.10%

6M

12.43%

1Y

26.21%

5Y*

14.88%

10Y*

13.60%

*Annualized

Compare stocks, funds, or ETFs

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


TWCIX vs. VFINX - Expense Ratio Comparison

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


TWCIX
American Century Select Fund
Expense ratio chart for TWCIX: 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 VFINX: current value at 0.14% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.14%

Risk-Adjusted Performance

TWCIX vs. VFINX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TWCIX
The Risk-Adjusted Performance Rank of TWCIX is 6060
Overall Rank
The Sharpe Ratio Rank of TWCIX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of TWCIX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of TWCIX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of TWCIX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of TWCIX is 6161
Martin Ratio Rank

VFINX
The Risk-Adjusted Performance Rank of VFINX is 8989
Overall Rank
The Sharpe Ratio Rank of VFINX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of VFINX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of VFINX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of VFINX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of VFINX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TWCIX vs. VFINX - Risk-Adjusted Performance Comparison

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.


Sharpe ratio
The chart of Sharpe ratio for TWCIX, currently valued at 1.23, compared to the broader market-1.000.001.002.003.004.001.232.10
The chart of Sortino ratio for TWCIX, currently valued at 1.67, compared to the broader market0.005.0010.001.672.79
The chart of Omega ratio for TWCIX, currently valued at 1.23, compared to the broader market1.002.003.004.001.231.39
The chart of Calmar ratio for TWCIX, currently valued at 1.08, compared to the broader market0.005.0010.0015.0020.001.083.19
The chart of Martin ratio for TWCIX, currently valued at 5.44, compared to the broader market0.0020.0040.0060.0080.005.4413.28
TWCIX
VFINX

The current TWCIX Sharpe Ratio is 1.23, which is lower than the VFINX Sharpe Ratio of 2.10. 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.23
2.10
TWCIX
VFINX

Dividends

TWCIX vs. VFINX - Dividend Comparison

TWCIX has not paid dividends to shareholders, while VFINX's dividend yield for the trailing twelve months is around 1.10%.


TTM20242023202220212020201920182017201620152014
TWCIX
American Century Select Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.11%0.29%0.38%0.44%0.43%
VFINX
Vanguard 500 Index Fund Investor Shares
1.10%1.14%1.36%1.57%1.15%1.84%1.77%1.94%1.69%1.92%1.99%1.74%

Drawdowns

TWCIX vs. VFINX - Drawdown Comparison

The maximum TWCIX drawdown since its inception was -60.97%, which is greater than VFINX's maximum 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.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-4.76%
-0.28%
TWCIX
VFINX

Volatility

TWCIX vs. VFINX - Volatility Comparison

American Century Select Fund (TWCIX) has a higher volatility of 5.34% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 4.02%. 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.


2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember2025
5.34%
4.02%
TWCIX
VFINX
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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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