TWBIX
American Century Balanced Fund
1W: -0.8%
1M: -1.5%
3M: -1.4%
YTD: +2.9%
1Y: +3.5%
3Y: +38.2%
5Y: +25.9%
$21.92
+0.09 (+0.41%)
Weekly Expected Move ±1.0%
$21
$22
$22
$22
$22
Similar ETFs
20 peers by holdings overlap (567 holdings)
AFDIX
American Century Large Cap Equity Inv
98.1%
Shared99 holdings
Total99
AUM$3.1B
Price$52.65
DLCEX
Dana Large Cap Equity Fund
59.5%
Shared47 holdings
Total51
AUM$70M
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TWCGX
American Century Growth Investor Class
58.1%
Shared55 holdings
Total72
AUM$16.0B
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DSEFX
Domini Impact Equity Fund Investor Shares
57.0%
Shared56 holdings
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SPFFX
Sphere 500 Climate Fund
57.0%
Shared81 holdings
Total366
AUM$45M
Price$34.59
CVTRX
Calamos Growth & Income Fund Class A
56.9%
Shared40 holdings
Total89
AUM$3.5B
Price$59.90
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares
56.9%
Shared77 holdings
Total386
AUM$28.3B
Price$53.44
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
56.8%
Shared92 holdings
Total500
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CSQ
Calamos Strategic Total Return Fund
56.0%
Shared43 holdings
Total152
AUM$3.3B
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BUFEX
Buffalo Blue Chip Growth Fund Investor Class
55.6%
Shared42 holdings
Total86
AUM$194M
Price$65.83
CAHEX
Calamos Hedged Equity Income Fund Class A
54.6%
Shared71 holdings
Total261
AUM$878M
Price$20.66
AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
54.5%
Shared34 holdings
Total66
AUM$1.4B
Price$32.29
PLFMX
Principal LargeCap S&P 500 Index Fund
54.5%
Shared92 holdings
Total502
AUM$11.0B
Price$36.76
SEEKX
Steward Values Enhanced Lg Cap A
54.5%
Shared81 holdings
Total404
AUM$325M
Price$43.85
DFUSX
DFA US Large Company Portfolio
54.5%
Shared92 holdings
Total502
AUM$14.9B
Price$51.25
ADX
Adams Diversified Equity Fund, Inc.
54.2%
Shared40 holdings
Total99
AUM$3.1B
Price$25.79
SWPPX
Schwab S&P 500 Index Fund- Select Shares
54.1%
Shared92 holdings
Total500
AUM$148.8B
Price$19.95
PEOPX
BNY Mellon S&P 500 Index Fund
54.1%
Shared90 holdings
Total501
AUM$2.8B
Price$69.49
MYSPX
MainStay S&P 500 Index Fund Investor Class
54.1%
Shared90 holdings
Total502
AUM$2.1B
Price$82.12
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
54.1%
Shared90 holdings
Total501
AUM$1.4B
Price$50.72
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TWBIX | $913M | 101 | 24.8% | 11.4 | 3.5 | 3.8 | 36.5% | 33.6% | 1.19% | +23.5% | +37.5% | 57.8 | 6.4 |
| AFDIX | $3.1B | 99 | 40.4% | 11.4 | 3.6 | 3.8 | 36.4% | 33.6% | 1.19% | +23.4% | +37.5% | 57.8 | 6.4 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| TWCGX | $16.0B | 72 | 64.8% | 12.1 | 4.0 | 4.4 | 38.9% | 36.1% | 0.58% | +24.4% | +47.6% | 61.1 | 6.4 |
| DSEFX | $1.2B | 175 | 41.6% | 14.9 | 4.6 | 4.8 | 35.9% | 32.0% | 1.57% | +32.6% | +50.0% | 60.0 | 6.3 |
| SPFFX | $45M | 366 | 42.0% | 15.7 | 4.5 | 4.2 | 32.6% | 26.6% | 1.22% | +24.9% | +35.9% | 57.1 | 6.3 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| VFTNX | $28.3B | 386 | 44.4% | 15.0 | 4.5 | 4.4 | 34.7% | 29.5% | 1.20% | +23.6% | +38.8% | 57.1 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| BUFEX | $194M | 86 | 54.1% | 9.9 | 3.1 | 3.4 | 36.7% | 34.3% | 0.77% | +21.6% | +47.4% | 61.0 | 6.3 |