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. It was launched on Aug 1, 1994. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
TWEIX vs. VTSAX - Performance Comparison
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TWEIX vs. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 2.58% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -6.75% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Returns By Period
In the year-to-date period, TWEIX achieves a 2.58% return, which is significantly higher than VTSAX's -6.75% return. Over the past 10 years, TWEIX has underperformed VTSAX with an annualized return of 8.66%, while VTSAX has yielded a comparatively higher 13.27% annualized return.
TWEIX
- 1D
- -0.12%
- 1M
- -5.77%
- YTD
- 2.58%
- 6M
- 4.41%
- 1Y
- 9.60%
- 3Y*
- 9.46%
- 5Y*
- 7.27%
- 10Y*
- 8.66%
VTSAX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.75%
- 6M
- -4.47%
- 1Y
- 14.76%
- 3Y*
- 16.69%
- 5Y*
- 10.11%
- 10Y*
- 13.27%
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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.
Return for Risk
TWEIX vs. VTSAX — Risk / Return Rank
TWEIX
VTSAX
TWEIX vs. VTSAX - Risk-Adjusted Trends 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.
| TWEIX | VTSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.84 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.29 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.05 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.18 | 5.08 | -0.90 |
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 | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.84 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.59 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.72 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.43 | +0.31 |
Correlation
The correlation between TWEIX and VTSAX is 0.89, 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. VTSAX - Dividend Comparison
TWEIX's dividend yield for the trailing twelve months is around 10.11%, more than VTSAX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 10.11% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Drawdowns
TWEIX vs. VTSAX - Drawdown Comparison
The maximum TWEIX drawdown since its inception was -39.30%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for TWEIX and VTSAX.
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Drawdown Indicators
| TWEIX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -55.33% | +16.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -12.41% | +3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -13.69% | -25.36% | +11.67% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -34.97% | +2.15% |
Current DrawdownCurrent decline from peak | -5.77% | -8.92% | +3.15% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -9.06% | +4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.56% | -0.23% |
Volatility
TWEIX vs. VTSAX - Volatility Comparison
The current volatility for American Century Equity Income Fund (TWEIX) is 2.79%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.39%. 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.
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Volatility by Period
| TWEIX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 4.39% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 6.06% | 9.33% | -3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.59% | 18.42% | -6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.70% | 17.32% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 18.37% | -5.02% |