TWHIX vs. MID
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and American Century Mid Cap Growth Impact ETF (MID).
TWHIX is managed by American Century Investments. It was launched on Nov 10, 1987. MID is an actively managed fund by American Century. It was launched on Jul 15, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWHIX or MID.
Correlation
The correlation between TWHIX and MID is 0.82, 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. MID - Performance Comparison
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Key characteristics
TWHIX:
0.07
MID:
0.42
TWHIX:
0.39
MID:
0.88
TWHIX:
1.06
MID:
1.12
TWHIX:
0.12
MID:
0.52
TWHIX:
0.32
MID:
1.85
TWHIX:
14.05%
MID:
6.76%
TWHIX:
29.39%
MID:
24.30%
TWHIX:
-58.72%
MID:
-40.15%
TWHIX:
-19.53%
MID:
-3.51%
Returns By Period
The year-to-date returns for both stocks are quite close, with TWHIX having a 4.63% return and MID slightly lower at 4.55%.
TWHIX
4.63%
17.30%
-10.37%
2.05%
4.75%
-0.31%
MID
4.55%
15.76%
2.47%
10.06%
N/A
N/A
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TWHIX vs. MID - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than MID's 0.45% expense ratio.
Risk-Adjusted Performance
TWHIX vs. MID — Risk-Adjusted Performance Rank
TWHIX
MID
TWHIX vs. MID - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and American Century Mid Cap Growth Impact ETF (MID). 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. MID - Dividend Comparison
TWHIX has not paid dividends to shareholders, while MID's dividend yield for the trailing twelve months is around 0.17%.
| TTM | 2024 | 2023 | |
|---|---|---|---|
TWHIX American Century Heritage Fund | 0.00% | 0.00% | 0.00% |
MID American Century Mid Cap Growth Impact ETF | 0.17% | 0.17% | 0.02% |
Drawdowns
TWHIX vs. MID - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -58.72%, which is greater than MID's maximum drawdown of -40.15%. Use the drawdown chart below to compare losses from any high point for TWHIX and MID. For additional features, visit the drawdowns tool.
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Volatility
TWHIX vs. MID - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 8.16% compared to American Century Mid Cap Growth Impact ETF (MID) at 7.28%. This indicates that TWHIX's price experiences larger fluctuations and is considered to be riskier than MID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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