TWCUX vs. FDGRX

In the year-to-date period, TWCUX achieves a 28.25% return, which is significantly lower than FDGRX's 34.77% return. Over the past 10 years, TWCUX has underperformed FDGRX with an annualized return of 9.79%, while FDGRX has yielded a comparatively higher 13.10% annualized return.

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TWCUX has a 0.93% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and Fidelity Growth Company Fund (FDGRX). 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 TWCUX Sharpe Ratio is 1.48, which is comparable to the FDGRX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of TWCUX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither TWCUX nor FDGRX has paid dividends to shareholders.

The maximum TWCUX drawdown since its inception was -72.83%, roughly equal to the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for TWCUX and FDGRX. For additional features, visit the drawdowns tool.

American Century Ultra Fund (TWCUX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 5.38% and 5.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.