TWGGX vs. BULIX
Compare and contrast key facts about American Century Focused Global Growth Fund (TWGGX) and American Century Utilities Fund (BULIX).
TWGGX is managed by American Century. It was launched on Nov 30, 1998. BULIX is managed by American Century. It was launched on Feb 28, 1993.
Performance
TWGGX vs. BULIX - Performance Comparison
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TWGGX vs. BULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWGGX American Century Focused Global Growth Fund | -7.64% | 16.50% | 13.99% | 18.49% | -22.76% | 13.83% | 27.88% | 36.20% | -6.32% | 27.49% |
BULIX American Century Utilities Fund | 9.21% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
Returns By Period
In the year-to-date period, TWGGX achieves a -7.64% return, which is significantly lower than BULIX's 9.21% return. Over the past 10 years, TWGGX has outperformed BULIX with an annualized return of 10.50%, while BULIX has yielded a comparatively lower 7.29% annualized return.
TWGGX
- 1D
- 3.44%
- 1M
- -8.37%
- YTD
- -7.64%
- 6M
- -7.36%
- 1Y
- 7.69%
- 3Y*
- 9.78%
- 5Y*
- 4.01%
- 10Y*
- 10.50%
BULIX
- 1D
- -0.15%
- 1M
- -2.17%
- YTD
- 9.21%
- 6M
- 7.02%
- 1Y
- 21.31%
- 3Y*
- 14.91%
- 5Y*
- 9.52%
- 10Y*
- 7.29%
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TWGGX vs. BULIX - Expense Ratio Comparison
TWGGX has a 1.10% expense ratio, which is higher than BULIX's 0.65% expense ratio.
Return for Risk
TWGGX vs. BULIX — Risk / Return Rank
TWGGX
BULIX
TWGGX vs. BULIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Focused Global Growth Fund (TWGGX) and American Century Utilities Fund (BULIX). 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.
| TWGGX | BULIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.42 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.90 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.26 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 2.76 | -2.19 |
Martin ratioReturn relative to average drawdown | 2.35 | 6.85 | -4.50 |
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
| TWGGX | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.42 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.58 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.41 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.47 | -0.01 |
Correlation
The correlation between TWGGX and BULIX is 0.58, 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
TWGGX vs. BULIX - Dividend Comparison
TWGGX's dividend yield for the trailing twelve months is around 9.77%, less than BULIX's 10.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWGGX American Century Focused Global Growth Fund | 9.77% | 9.02% | 14.90% | 3.81% | 12.67% | 13.16% | 11.05% | 17.27% | 11.31% | 12.90% | 0.58% | 8.61% |
BULIX American Century Utilities Fund | 10.45% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Drawdowns
TWGGX vs. BULIX - Drawdown Comparison
The maximum TWGGX drawdown since its inception was -58.08%, which is greater than BULIX's maximum drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for TWGGX and BULIX.
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Drawdown Indicators
| TWGGX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.08% | -55.21% | -2.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.04% | -8.34% | -5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -31.23% | -24.56% | -6.67% |
Max Drawdown (10Y)Largest decline over 10 years | -32.06% | -33.86% | +1.80% |
Current DrawdownCurrent decline from peak | -11.08% | -3.12% | -7.96% |
Average DrawdownAverage peak-to-trough decline | -15.13% | -10.06% | -5.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 3.35% | +0.05% |
Volatility
TWGGX vs. BULIX - Volatility Comparison
American Century Focused Global Growth Fund (TWGGX) has a higher volatility of 7.18% compared to American Century Utilities Fund (BULIX) at 4.78%. This indicates that TWGGX's price experiences larger fluctuations and is considered to be riskier than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWGGX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 4.78% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 9.76% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 15.47% | +3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 16.57% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 17.99% | +0.64% |