TWHIX vs. BEQGX
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and American Century Equity Growth Fund (BEQGX).
TWHIX is managed by American Century. It was launched on Nov 10, 1987. BEQGX is managed by American Century. It was launched on May 9, 1991.
Performance
TWHIX vs. BEQGX - Performance Comparison
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TWHIX vs. BEQGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | -6.59% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 42.61% | 35.50% | -5.08% | 21.83% |
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, TWHIX achieves a -6.59% return, which is significantly lower than BEQGX's -5.63% return. Over the past 10 years, TWHIX has underperformed BEQGX with an annualized return of 10.90%, while BEQGX has yielded a comparatively higher 12.03% annualized return.
TWHIX
- 1D
- 3.80%
- 1M
- -6.46%
- YTD
- -6.59%
- 6M
- -9.86%
- 1Y
- 7.31%
- 3Y*
- 11.21%
- 5Y*
- 3.21%
- 10Y*
- 10.90%
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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TWHIX vs. BEQGX - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than BEQGX's 0.65% expense ratio.
Return for Risk
TWHIX vs. BEQGX — Risk / Return Rank
TWHIX
BEQGX
TWHIX vs. BEQGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) 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.
| TWHIX | BEQGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.04 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.58 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.63 | -1.14 |
Martin ratioReturn relative to average drawdown | 1.53 | 7.22 | -5.69 |
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
| TWHIX | BEQGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.04 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.54 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.67 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.49 | +0.03 |
Correlation
The correlation between TWHIX and BEQGX is 0.85, 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
TWHIX vs. BEQGX - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 23.70%, more than BEQGX's 12.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | 23.70% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% |
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
TWHIX vs. BEQGX - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -56.98%, roughly equal to the maximum BEQGX drawdown of -54.43%. Use the drawdown chart below to compare losses from any high point for TWHIX and BEQGX.
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Drawdown Indicators
| TWHIX | BEQGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.98% | -54.43% | -2.55% |
Max Drawdown (1Y)Largest decline over 1 year | -15.82% | -12.22% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -27.25% | -13.09% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | -31.94% | -8.40% |
Current DrawdownCurrent decline from peak | -12.62% | -7.45% | -5.17% |
Average DrawdownAverage peak-to-trough decline | -12.27% | -9.43% | -2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 2.77% | +2.29% |
Volatility
TWHIX vs. BEQGX - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 7.37% compared to American Century Equity Growth Fund (BEQGX) at 5.24%. This indicates that TWHIX's price experiences larger fluctuations and is considered to be riskier 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
| TWHIX | BEQGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.37% | 5.24% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 10.08% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 18.88% | +4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.29% | 17.01% | +6.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 17.93% | +4.83% |