Correlation
The correlation between TWVLX and VTSAX is 0.89, 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.
TWVLX vs. VTSAX
Compare and contrast key facts about American Century Value Fund (TWVLX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
TWVLX is managed by American Century Investments. It was launched on Sep 1, 1993. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWVLX or VTSAX.
Performance
TWVLX vs. VTSAX - Performance Comparison
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Key characteristics
TWVLX:
0.59
VTSAX:
0.69
TWVLX:
0.88
VTSAX:
1.00
TWVLX:
1.12
VTSAX:
1.14
TWVLX:
0.67
VTSAX:
0.64
TWVLX:
2.49
VTSAX:
2.40
TWVLX:
3.45%
VTSAX:
5.17%
TWVLX:
15.04%
VTSAX:
20.07%
TWVLX:
-53.19%
VTSAX:
-55.34%
TWVLX:
-3.49%
VTSAX:
-3.91%
Returns By Period
In the year-to-date period, TWVLX achieves a 2.30% return, which is significantly higher than VTSAX's 0.53% return. Over the past 10 years, TWVLX has underperformed VTSAX with an annualized return of 8.13%, while VTSAX has yielded a comparatively higher 12.12% annualized return.
TWVLX
2.30%
3.15%
-3.49%
7.00%
6.40%
13.52%
8.13%
VTSAX
0.53%
5.69%
-2.51%
12.97%
13.71%
15.23%
12.12%
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TWVLX vs. VTSAX - Expense Ratio Comparison
TWVLX has a 1.01% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
TWVLX vs. VTSAX — Risk-Adjusted Performance Rank
TWVLX
VTSAX
TWVLX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Value Fund (TWVLX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
TWVLX vs. VTSAX - Dividend Comparison
TWVLX's dividend yield for the trailing twelve months is around 10.83%, more than VTSAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWVLX American Century Value Fund | 10.83% | 11.16% | 7.33% | 15.53% | 13.93% | 3.50% | 8.70% | 11.81% | 7.24% | 3.22% | 8.56% | 7.71% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.28% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
TWVLX vs. VTSAX - Drawdown Comparison
The maximum TWVLX drawdown since its inception was -53.19%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for TWVLX and VTSAX.
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Volatility
TWVLX vs. VTSAX - Volatility Comparison
The current volatility for American Century Value Fund (TWVLX) is 4.45%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.97%. This indicates that TWVLX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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