TWHIX vs. BULIX
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and American Century Utilities Fund (BULIX).
TWHIX is managed by American Century Investments. It was launched on Nov 10, 1987. BULIX is managed by American Century Investments. It was launched on Feb 28, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWHIX or BULIX.
Correlation
The correlation between TWHIX and BULIX is 0.67, 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.
Performance
TWHIX vs. BULIX - Performance Comparison
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Key characteristics
TWHIX:
0.14
BULIX:
0.82
TWHIX:
0.38
BULIX:
1.22
TWHIX:
1.06
BULIX:
1.16
TWHIX:
0.11
BULIX:
1.07
TWHIX:
0.31
BULIX:
3.12
TWHIX:
14.00%
BULIX:
4.64%
TWHIX:
29.33%
BULIX:
17.35%
TWHIX:
-58.72%
BULIX:
-54.85%
TWHIX:
-19.21%
BULIX:
-2.66%
Returns By Period
In the year-to-date period, TWHIX achieves a 5.05% return, which is significantly lower than BULIX's 6.20% return. Over the past 10 years, TWHIX has underperformed BULIX with an annualized return of -0.21%, while BULIX has yielded a comparatively higher 3.70% annualized return.
TWHIX
5.05%
18.84%
-10.98%
4.08%
4.84%
-0.21%
BULIX
6.20%
3.23%
2.88%
14.20%
6.22%
3.70%
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TWHIX vs. BULIX - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than BULIX's 0.65% expense ratio.
Risk-Adjusted Performance
TWHIX vs. BULIX — Risk-Adjusted Performance Rank
TWHIX
BULIX
TWHIX vs. BULIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) 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.
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Dividends
TWHIX vs. BULIX - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 14.83%, more than BULIX's 2.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | 14.83% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% | 16.37% |
BULIX American Century Utilities Fund | 2.52% | 2.36% | 2.65% | 7.13% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% | 7.20% |
Drawdowns
TWHIX vs. BULIX - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -58.72%, which is greater than BULIX's maximum drawdown of -54.85%. Use the drawdown chart below to compare losses from any high point for TWHIX and BULIX. For additional features, visit the drawdowns tool.
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Volatility
TWHIX vs. BULIX - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 7.84% compared to American Century Utilities Fund (BULIX) at 4.66%. This indicates that TWHIX'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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