TWHIX vs. FSKAX
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and Fidelity Total Market Index Fund (FSKAX).
TWHIX is managed by American Century Investments. It was launched on Nov 10, 1987. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWHIX or FSKAX.
Correlation
The correlation between TWHIX and FSKAX is 0.90, 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.
Performance
TWHIX vs. FSKAX - Performance Comparison
Key characteristics
TWHIX:
0.36
FSKAX:
1.77
TWHIX:
0.55
FSKAX:
2.40
TWHIX:
1.09
FSKAX:
1.33
TWHIX:
0.29
FSKAX:
2.69
TWHIX:
1.09
FSKAX:
10.65
TWHIX:
7.23%
FSKAX:
2.17%
TWHIX:
22.05%
FSKAX:
13.05%
TWHIX:
-58.72%
FSKAX:
-35.01%
TWHIX:
-18.24%
FSKAX:
-0.52%
Returns By Period
In the year-to-date period, TWHIX achieves a 6.31% return, which is significantly higher than FSKAX's 4.10% return. Over the past 10 years, TWHIX has underperformed FSKAX with an annualized return of 0.05%, while FSKAX has yielded a comparatively higher 12.36% annualized return.
TWHIX
6.31%
-0.08%
3.14%
10.01%
2.77%
0.05%
FSKAX
4.10%
0.81%
10.85%
23.95%
13.94%
12.36%
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TWHIX vs. FSKAX - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
TWHIX vs. FSKAX — Risk-Adjusted Performance Rank
TWHIX
FSKAX
TWHIX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and Fidelity Total Market Index Fund (FSKAX). 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.
Dividends
TWHIX vs. FSKAX - Dividend Comparison
TWHIX has not paid dividends to shareholders, while FSKAX's dividend yield for the trailing twelve months is around 1.14%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.14% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
TWHIX vs. FSKAX - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -58.72%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for TWHIX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
TWHIX vs. FSKAX - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 5.37% compared to Fidelity Total Market Index Fund (FSKAX) at 3.03%. This indicates that TWHIX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.