TWSCX vs. PRPFX
Compare and contrast key facts about American Century Strategic Allocation: Conservative Fund (TWSCX) and Permanent Portfolio Permanent Portfolio (PRPFX).
TWSCX is managed by American Century Investments. It was launched on Feb 14, 1996. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWSCX or PRPFX.
Correlation
The correlation between TWSCX and PRPFX is 0.69, 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
TWSCX vs. PRPFX - Performance Comparison
Key characteristics
TWSCX:
0.57
PRPFX:
2.58
TWSCX:
0.74
PRPFX:
3.50
TWSCX:
1.12
PRPFX:
1.46
TWSCX:
0.31
PRPFX:
3.79
TWSCX:
1.71
PRPFX:
12.72
TWSCX:
2.52%
PRPFX:
1.95%
TWSCX:
7.56%
PRPFX:
9.61%
TWSCX:
-30.40%
PRPFX:
-31.23%
TWSCX:
-8.84%
PRPFX:
-0.93%
Returns By Period
In the year-to-date period, TWSCX achieves a 2.22% return, which is significantly lower than PRPFX's 5.26% return. Over the past 10 years, TWSCX has underperformed PRPFX with an annualized return of 0.96%, while PRPFX has yielded a comparatively higher 5.36% annualized return.
TWSCX
2.22%
1.85%
1.26%
5.46%
1.70%
0.96%
PRPFX
5.26%
3.86%
13.40%
25.43%
9.59%
5.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TWSCX vs. PRPFX - Expense Ratio Comparison
TWSCX has a 0.72% expense ratio, which is lower than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
TWSCX vs. PRPFX — Risk-Adjusted Performance Rank
TWSCX
PRPFX
TWSCX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Strategic Allocation: Conservative Fund (TWSCX) and Permanent Portfolio Permanent Portfolio (PRPFX). 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
TWSCX vs. PRPFX - Dividend Comparison
TWSCX's dividend yield for the trailing twelve months is around 2.25%, more than PRPFX's 0.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWSCX American Century Strategic Allocation: Conservative Fund | 2.25% | 2.30% | 2.40% | 2.25% | 1.57% | 0.82% | 1.70% | 2.46% | 1.27% | 1.16% | 0.37% | 0.83% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.90% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
TWSCX vs. PRPFX - Drawdown Comparison
The maximum TWSCX drawdown since its inception was -30.40%, roughly equal to the maximum PRPFX drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for TWSCX and PRPFX. For additional features, visit the drawdowns tool.
Volatility
TWSCX vs. PRPFX - Volatility Comparison
The current volatility for American Century Strategic Allocation: Conservative Fund (TWSCX) is 2.04%, while Permanent Portfolio Permanent Portfolio (PRPFX) has a volatility of 3.05%. This indicates that TWSCX experiences smaller price fluctuations and is considered to be less risky than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.