TWVLX vs. SWPPX
Compare and contrast key facts about American Century Value Fund (TWVLX) and Schwab S&P 500 Index Fund (SWPPX).
TWVLX is managed by American Century Investments. It was launched on Sep 1, 1993. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWVLX or SWPPX.
Correlation
The correlation between TWVLX and SWPPX is 0.86, 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
TWVLX vs. SWPPX - Performance Comparison
Key characteristics
TWVLX:
0.41
SWPPX:
1.90
TWVLX:
0.57
SWPPX:
2.55
TWVLX:
1.10
SWPPX:
1.35
TWVLX:
0.28
SWPPX:
2.87
TWVLX:
1.06
SWPPX:
11.86
TWVLX:
5.09%
SWPPX:
2.04%
TWVLX:
13.30%
SWPPX:
12.80%
TWVLX:
-58.92%
SWPPX:
-55.06%
TWVLX:
-14.35%
SWPPX:
0.00%
Returns By Period
In the year-to-date period, TWVLX achieves a 4.68% return, which is significantly higher than SWPPX's 4.39% return. Over the past 10 years, TWVLX has underperformed SWPPX with an annualized return of 1.06%, while SWPPX has yielded a comparatively higher 13.03% annualized return.
TWVLX
4.68%
1.90%
-2.52%
4.33%
1.44%
1.06%
SWPPX
4.39%
2.32%
10.20%
24.07%
14.49%
13.03%
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TWVLX vs. SWPPX - Expense Ratio Comparison
TWVLX has a 1.01% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
TWVLX vs. SWPPX — Risk-Adjusted Performance Rank
TWVLX
SWPPX
TWVLX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Value Fund (TWVLX) and Schwab S&P 500 Index Fund (SWPPX). 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
TWVLX vs. SWPPX - Dividend Comparison
TWVLX's dividend yield for the trailing twelve months is around 2.15%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWVLX American Century Value Fund | 2.15% | 2.25% | 2.09% | 2.45% | 1.74% | 1.85% | 1.71% | 2.08% | 1.50% | 1.53% | 1.66% | 1.53% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
TWVLX vs. SWPPX - Drawdown Comparison
The maximum TWVLX drawdown since its inception was -58.92%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for TWVLX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
TWVLX vs. SWPPX - Volatility Comparison
The current volatility for American Century Value Fund (TWVLX) is 2.85%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.19%. This indicates that TWVLX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.