TWEIX vs. ACFOX
Compare and contrast key facts about American Century Equity Income Fund (TWEIX) and American Century Investments Focused Dynamic Growth Fund (ACFOX).
TWEIX is managed by American Century. It was launched on Aug 1, 1994. ACFOX is managed by American Century. It was launched on May 31, 2006.
Performance
TWEIX vs. ACFOX - Performance Comparison
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TWEIX vs. ACFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 3.53% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
ACFOX American Century Investments Focused Dynamic Growth Fund | -10.26% | 20.51% | 43.30% | 35.66% | -36.32% | 7.08% | 73.31% | 32.30% | 6.51% | 34.55% |
Returns By Period
In the year-to-date period, TWEIX achieves a 3.53% return, which is significantly higher than ACFOX's -10.26% return. Over the past 10 years, TWEIX has underperformed ACFOX with an annualized return of 8.76%, while ACFOX has yielded a comparatively higher 17.41% annualized return.
TWEIX
- 1D
- 0.92%
- 1M
- -4.70%
- YTD
- 3.53%
- 6M
- 5.61%
- 1Y
- 11.13%
- 3Y*
- 9.80%
- 5Y*
- 7.37%
- 10Y*
- 8.76%
ACFOX
- 1D
- 4.84%
- 1M
- -5.18%
- YTD
- -10.26%
- 6M
- -6.37%
- 1Y
- 24.51%
- 3Y*
- 23.01%
- 5Y*
- 7.15%
- 10Y*
- 17.41%
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TWEIX vs. ACFOX - Expense Ratio Comparison
TWEIX has a 0.94% expense ratio, which is higher than ACFOX's 0.85% expense ratio.
Return for Risk
TWEIX vs. ACFOX — Risk / Return Rank
TWEIX
ACFOX
TWEIX vs. ACFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund (TWEIX) and American Century Investments Focused Dynamic Growth Fund (ACFOX). 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.
| TWEIX | ACFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.01 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.60 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.49 | -0.22 |
Martin ratioReturn relative to average drawdown | 4.91 | 5.33 | -0.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TWEIX | ACFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.01 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.28 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.74 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.53 | +0.22 |
Correlation
The correlation between TWEIX and ACFOX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TWEIX vs. ACFOX - Dividend Comparison
TWEIX's dividend yield for the trailing twelve months is around 10.02%, more than ACFOX's 8.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 10.02% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
ACFOX American Century Investments Focused Dynamic Growth Fund | 8.42% | 7.56% | 0.00% | 0.00% | 0.00% | 2.48% | 0.62% | 0.00% | 0.00% | 0.00% | 1.15% | 1.33% |
Drawdowns
TWEIX vs. ACFOX - Drawdown Comparison
The maximum TWEIX drawdown since its inception was -39.30%, smaller than the maximum ACFOX drawdown of -58.92%. Use the drawdown chart below to compare losses from any high point for TWEIX and ACFOX.
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Drawdown Indicators
| TWEIX | ACFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -58.92% | +19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -16.52% | +7.66% |
Max Drawdown (5Y)Largest decline over 5 years | -13.69% | -43.77% | +30.08% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -43.77% | +10.95% |
Current DrawdownCurrent decline from peak | -4.90% | -12.48% | +7.58% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -14.81% | +10.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 4.63% | -2.28% |
Volatility
TWEIX vs. ACFOX - Volatility Comparison
The current volatility for American Century Equity Income Fund (TWEIX) is 3.04%, while American Century Investments Focused Dynamic Growth Fund (ACFOX) has a volatility of 8.54%. This indicates that TWEIX experiences smaller price fluctuations and is considered to be less risky than ACFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWEIX | ACFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 8.54% | -5.50% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 15.24% | -9.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.60% | 25.24% | -13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.71% | 25.28% | -14.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 23.71% | -10.36% |