TWHIX vs. BIGRX
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and American Century Disciplined Core Value Fund (BIGRX).
TWHIX is managed by American Century. It was launched on Nov 10, 1987. BIGRX is managed by American Century. It was launched on Dec 17, 1990.
Performance
TWHIX vs. BIGRX - Performance Comparison
Loading graphics...
TWHIX vs. BIGRX - 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% |
BIGRX American Century Disciplined Core Value Fund | 0.26% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
Returns By Period
In the year-to-date period, TWHIX achieves a -6.59% return, which is significantly lower than BIGRX's 0.26% return. Over the past 10 years, TWHIX has outperformed BIGRX with an annualized return of 10.90%, while BIGRX has yielded a comparatively lower 10.16% 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%
BIGRX
- 1D
- 2.23%
- 1M
- -5.23%
- YTD
- 0.26%
- 6M
- 4.65%
- 1Y
- 17.43%
- 3Y*
- 12.74%
- 5Y*
- 6.47%
- 10Y*
- 10.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TWHIX vs. BIGRX - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than BIGRX's 0.65% expense ratio.
Return for Risk
TWHIX vs. BIGRX — Risk / Return Rank
TWHIX
BIGRX
TWHIX vs. BIGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and American Century Disciplined Core Value Fund (BIGRX). 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 | BIGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.10 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.62 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.60 | -1.11 |
Martin ratioReturn relative to average drawdown | 1.53 | 7.10 | -5.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TWHIX | BIGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.10 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.43 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.61 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.56 | -0.05 |
Correlation
The correlation between TWHIX and BIGRX is 0.81, 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. BIGRX - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 23.70%, more than BIGRX's 9.03% 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% |
BIGRX American Century Disciplined Core Value Fund | 9.03% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
Drawdowns
TWHIX vs. BIGRX - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -56.98%, roughly equal to the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for TWHIX and BIGRX.
Loading graphics...
Drawdown Indicators
| TWHIX | BIGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.98% | -58.04% | +1.06% |
Max Drawdown (1Y)Largest decline over 1 year | -15.82% | -11.35% | -4.47% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -22.19% | -18.15% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | -32.62% | -7.72% |
Current DrawdownCurrent decline from peak | -12.62% | -5.90% | -6.72% |
Average DrawdownAverage peak-to-trough decline | -12.27% | -9.04% | -3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 2.55% | +2.51% |
Volatility
TWHIX vs. BIGRX - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 7.37% compared to American Century Disciplined Core Value Fund (BIGRX) at 4.38%. This indicates that TWHIX's price experiences larger fluctuations and is considered to be riskier than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TWHIX | BIGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.37% | 4.38% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 8.65% | +5.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 15.84% | +8.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.29% | 14.97% | +8.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 16.81% | +5.95% |