TWCUX vs. FDGRX

In the year-to-date period, TWCUX achieves a -1.98% return, which is significantly higher than FDGRX's -2.70% return. Over the past 10 years, TWCUX has outperformed FDGRX with an annualized return of 15.45%, while FDGRX has yielded a comparatively lower 11.17% 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 0.45, which is higher than the FDGRX Sharpe Ratio of 0.17. 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.

TWCUX's dividend yield for the trailing twelve months is around 3.66%, while FDGRX has not paid dividends to shareholders.

The maximum TWCUX drawdown since its inception was -61.31%, smaller than 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) has a higher volatility of 7.95% compared to Fidelity Growth Company Fund (FDGRX) at 7.05%. This indicates that TWCUX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.