TWHIX vs. FACGX
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and Fidelity Advisor Growth Opportunities Fund Class C (FACGX).
TWHIX is managed by American Century. It was launched on Nov 10, 1987. FACGX is managed by Fidelity. It was launched on Nov 3, 1997.
Performance
TWHIX vs. FACGX - Performance Comparison
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TWHIX vs. FACGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | -10.01% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 42.61% | 35.50% | -5.08% | 21.83% |
FACGX Fidelity Advisor Growth Opportunities Fund Class C | -13.81% | 21.26% | 37.68% | 44.06% | -38.87% | 10.46% | 67.34% | 39.19% | 14.13% | 33.63% |
Returns By Period
In the year-to-date period, TWHIX achieves a -10.01% return, which is significantly higher than FACGX's -13.81% return. Over the past 10 years, TWHIX has underperformed FACGX with an annualized return of 10.49%, while FACGX has yielded a comparatively higher 17.77% annualized return.
TWHIX
- 1D
- -1.22%
- 1M
- -9.79%
- YTD
- -10.01%
- 6M
- -13.12%
- 1Y
- 4.24%
- 3Y*
- 9.84%
- 5Y*
- 2.81%
- 10Y*
- 10.49%
FACGX
- 1D
- -1.17%
- 1M
- -10.00%
- YTD
- -13.81%
- 6M
- -12.65%
- 1Y
- 17.52%
- 3Y*
- 21.98%
- 5Y*
- 6.54%
- 10Y*
- 17.77%
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TWHIX vs. FACGX - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is lower than FACGX's 1.80% expense ratio.
Return for Risk
TWHIX vs. FACGX — Risk / Return Rank
TWHIX
FACGX
TWHIX vs. FACGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and Fidelity Advisor Growth Opportunities Fund Class C (FACGX). 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 | FACGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.72 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.15 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.86 | -0.76 |
Martin ratioReturn relative to average drawdown | 0.32 | 3.14 | -2.82 |
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 | FACGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.72 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.27 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.75 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.41 | +0.09 |
Correlation
The correlation between TWHIX and FACGX 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. FACGX - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 24.60%, more than FACGX's 6.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | 24.60% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% |
FACGX Fidelity Advisor Growth Opportunities Fund Class C | 6.10% | 5.26% | 0.00% | 0.00% | 0.00% | 11.75% | 6.13% | 4.87% | 14.01% | 8.00% | 17.39% | 12.23% |
Drawdowns
TWHIX vs. FACGX - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -56.98%, smaller than the maximum FACGX drawdown of -65.53%. Use the drawdown chart below to compare losses from any high point for TWHIX and FACGX.
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Drawdown Indicators
| TWHIX | FACGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.98% | -65.53% | +8.55% |
Max Drawdown (1Y)Largest decline over 1 year | -15.82% | -16.45% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -45.17% | +4.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | -45.17% | +4.83% |
Current DrawdownCurrent decline from peak | -15.82% | -16.45% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -12.27% | -16.21% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 4.51% | +0.49% |
Volatility
TWHIX vs. FACGX - Volatility Comparison
The current volatility for American Century Heritage Fund (TWHIX) is 6.05%, while Fidelity Advisor Growth Opportunities Fund Class C (FACGX) has a volatility of 6.78%. This indicates that TWHIX experiences smaller price fluctuations and is considered to be less risky than FACGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWHIX | FACGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 6.78% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 14.05% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.61% | 24.02% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.25% | 24.80% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 23.78% | -1.05% |