TWEIX vs. BEQGX
Compare and contrast key facts about American Century Equity Income Fund (TWEIX) and American Century Equity Growth Fund (BEQGX).
TWEIX is managed by American Century. It was launched on Aug 1, 1994. BEQGX is managed by American Century. It was launched on May 9, 1991.
Performance
TWEIX vs. BEQGX - Performance Comparison
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TWEIX vs. BEQGX - 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% |
BEQGX American Century Equity Growth Fund | -5.63% | 18.38% | 24.70% | 24.37% | -22.99% | 27.19% | 14.52% | 28.42% | -6.00% | 21.85% |
Returns By Period
In the year-to-date period, TWEIX achieves a 3.53% return, which is significantly higher than BEQGX's -5.63% return. Over the past 10 years, TWEIX has underperformed BEQGX with an annualized return of 8.76%, while BEQGX has yielded a comparatively higher 12.03% 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%
BEQGX
- 1D
- 2.85%
- 1M
- -5.31%
- YTD
- -5.63%
- 6M
- -1.83%
- 1Y
- 19.17%
- 3Y*
- 18.19%
- 5Y*
- 9.09%
- 10Y*
- 12.03%
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TWEIX vs. BEQGX - Expense Ratio Comparison
TWEIX has a 0.94% expense ratio, which is higher than BEQGX's 0.65% expense ratio.
Return for Risk
TWEIX vs. BEQGX — Risk / Return Rank
TWEIX
BEQGX
TWEIX vs. BEQGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund (TWEIX) and American Century Equity Growth Fund (BEQGX). 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 | BEQGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.04 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.58 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.63 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.91 | 7.22 | -2.31 |
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 | BEQGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.04 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.54 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.67 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.49 | +0.26 |
Correlation
The correlation between TWEIX and BEQGX is 0.84, 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.
Dividends
TWEIX vs. BEQGX - Dividend Comparison
TWEIX's dividend yield for the trailing twelve months is around 10.02%, less than BEQGX's 12.19% 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% |
BEQGX American Century Equity Growth Fund | 12.19% | 11.50% | 0.58% | 1.20% | 9.65% | 27.71% | 12.60% | 10.44% | 13.39% | 10.22% | 1.86% | 8.27% |
Drawdowns
TWEIX vs. BEQGX - Drawdown Comparison
The maximum TWEIX drawdown since its inception was -39.30%, smaller than the maximum BEQGX drawdown of -54.43%. Use the drawdown chart below to compare losses from any high point for TWEIX and BEQGX.
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Drawdown Indicators
| TWEIX | BEQGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -54.43% | +15.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -12.22% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -13.69% | -27.25% | +13.56% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -31.94% | -0.88% |
Current DrawdownCurrent decline from peak | -4.90% | -7.45% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -9.43% | +5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.77% | -0.42% |
Volatility
TWEIX vs. BEQGX - Volatility Comparison
The current volatility for American Century Equity Income Fund (TWEIX) is 3.04%, while American Century Equity Growth Fund (BEQGX) has a volatility of 5.24%. This indicates that TWEIX experiences smaller price fluctuations and is considered to be less risky than BEQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWEIX | BEQGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 5.24% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 10.08% | -3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.60% | 18.88% | -7.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.71% | 17.01% | -6.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 17.93% | -4.58% |