TWEIX vs. LMVTX

In the year-to-date period, TWEIX achieves a 0.12% return, which is significantly higher than LMVTX's -6.53% return. Over the past 10 years, TWEIX has underperformed LMVTX with an annualized return of 1.75%, while LMVTX has yielded a comparatively higher 2.46% annualized return.

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TWEIX has a 0.94% expense ratio, which is lower than LMVTX's 1.74% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund (TWEIX) and ClearBridge Value Trust (LMVTX). 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 TWEIX Sharpe Ratio is -0.10, which is higher than the LMVTX Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of TWEIX and LMVTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TWEIX's dividend yield for the trailing twelve months is around 2.64%, more than LMVTX's 0.05% yield.

The maximum TWEIX drawdown since its inception was -44.31%, smaller than the maximum LMVTX drawdown of -82.88%. Use the drawdown chart below to compare losses from any high point for TWEIX and LMVTX. For additional features, visit the drawdowns tool.

The current volatility for American Century Equity Income Fund (TWEIX) is 8.22%, while ClearBridge Value Trust (LMVTX) has a volatility of 12.78%. This indicates that TWEIX experiences smaller price fluctuations and is considered to be less risky than LMVTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.