TWHIX vs. FCNTX

In the year-to-date period, TWHIX achieves a -6.39% return, which is significantly lower than FCNTX's -4.42% return. Over the past 10 years, TWHIX has underperformed FCNTX with an annualized return of -1.27%, while FCNTX has yielded a comparatively higher 12.58% annualized return.

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TWHIX has a 1.00% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and Fidelity Contrafund Fund (FCNTX). 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.

The current TWHIX Sharpe Ratio is -0.19, which is lower than the FCNTX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of TWHIX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TWHIX has not paid dividends to shareholders, while FCNTX's dividend yield for the trailing twelve months is around 0.06%.

The maximum TWHIX drawdown since its inception was -58.72%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for TWHIX and FCNTX. For additional features, visit the drawdowns tool.

American Century Heritage Fund (TWHIX) has a higher volatility of 16.98% compared to Fidelity Contrafund Fund (FCNTX) at 14.63%. This indicates that TWHIX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.