TWEIX vs. VTSAX
Compare and contrast key facts about American Century Equity Income Fund (TWEIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
TWEIX is managed by American Century Investments. It was launched on Aug 1, 1994. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWEIX or VTSAX.
Key characteristics
| TWEIX | VTSAX | |
|---|---|---|
| YTD Return | 14.90% | 26.26% |
| 1Y Return | 16.62% | 40.42% |
| 3Y Return (Ann) | -0.15% | 8.66% |
| 5Y Return (Ann) | 2.66% | 15.35% |
| 10Y Return (Ann) | 2.40% | 12.89% |
| Sharpe Ratio | 1.71 | 3.08 |
| Sortino Ratio | 2.15 | 4.11 |
| Omega Ratio | 1.35 | 1.57 |
| Calmar Ratio | 1.06 | 4.19 |
| Martin Ratio | 6.63 | 20.10 |
| Ulcer Index | 2.40% | 1.95% |
| Daily Std Dev | 9.31% | 12.73% |
| Max Drawdown | -44.31% | -55.34% |
| Current Drawdown | -0.82% | 0.00% |
Correlation
The correlation between TWEIX and VTSAX is 0.90, 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
TWEIX vs. VTSAX - Performance Comparison
In the year-to-date period, TWEIX achieves a 14.90% return, which is significantly lower than VTSAX's 26.26% return. Over the past 10 years, TWEIX has underperformed VTSAX with an annualized return of 2.40%, while VTSAX has yielded a comparatively higher 12.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TWEIX vs. VTSAX - Expense Ratio Comparison
TWEIX has a 0.94% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
TWEIX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund (TWEIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
TWEIX vs. VTSAX - Dividend Comparison
TWEIX's dividend yield for the trailing twelve months is around 2.31%, more than VTSAX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 2.31% | 2.54% | 2.31% | 1.86% | 2.00% | 2.26% | 2.84% | 1.86% | 1.96% | 2.55% | 2.49% | 2.39% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.25% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
TWEIX vs. VTSAX - Drawdown Comparison
The maximum TWEIX drawdown since its inception was -44.31%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for TWEIX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
TWEIX vs. VTSAX - Volatility Comparison
The current volatility for American Century Equity Income Fund (TWEIX) is 2.49%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.07%. This indicates that TWEIX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.