TWCUX vs. KAUFX
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and Federated Hermes Kaufmann Fd (KAUFX).
TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981. KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWCUX or KAUFX.
Correlation
The correlation between TWCUX and KAUFX is 0.73, 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.
Performance
TWCUX vs. KAUFX - Performance Comparison
Key characteristics
TWCUX:
0.45
KAUFX:
0.49
TWCUX:
0.80
KAUFX:
0.83
TWCUX:
1.11
KAUFX:
1.11
TWCUX:
0.46
KAUFX:
0.38
TWCUX:
1.50
KAUFX:
1.57
TWCUX:
7.65%
KAUFX:
7.21%
TWCUX:
25.62%
KAUFX:
23.14%
TWCUX:
-61.31%
KAUFX:
-59.44%
TWCUX:
-12.14%
KAUFX:
-14.51%
Returns By Period
In the year-to-date period, TWCUX achieves a -8.09% return, which is significantly lower than KAUFX's -0.00% return. Over the past 10 years, TWCUX has outperformed KAUFX with an annualized return of 15.07%, while KAUFX has yielded a comparatively lower 8.38% annualized return.
TWCUX
-8.09%
8.02%
-2.98%
8.47%
16.63%
15.07%
KAUFX
-0.00%
13.29%
0.37%
8.96%
4.27%
8.38%
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TWCUX vs. KAUFX - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Risk-Adjusted Performance
TWCUX vs. KAUFX — Risk-Adjusted Performance Rank
TWCUX
KAUFX
TWCUX vs. KAUFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and Federated Hermes Kaufmann Fd (KAUFX). 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.
Dividends
TWCUX vs. KAUFX - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 3.90%, less than KAUFX's 11.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 3.90% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 6.01% | 4.87% | 5.44% | 7.63% |
KAUFX Federated Hermes Kaufmann Fd | 11.20% | 11.20% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% | 16.64% |
Drawdowns
TWCUX vs. KAUFX - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -61.31%, roughly equal to the maximum KAUFX drawdown of -59.44%. Use the drawdown chart below to compare losses from any high point for TWCUX and KAUFX. For additional features, visit the drawdowns tool.
Volatility
TWCUX vs. KAUFX - Volatility Comparison
American Century Ultra Fund (TWCUX) has a higher volatility of 16.94% compared to Federated Hermes Kaufmann Fd (KAUFX) at 14.81%. This indicates that TWCUX's price experiences larger fluctuations and is considered to be riskier than KAUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.