American Century Equity Income Fund Class I (ACIIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACIIX
ACIIX charges 0.72% annually. There are 135 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | ACIIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ACIIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ACIIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ACIIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | ACIIX vs TILVX |
Best Risk-Adjusted Alternatives to ACIIX
ACIIX has a PortfoliosLab risk / return rank of 72. There are 169 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | ACIIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ACIIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | ACIIX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | ACIIX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | ACIIX vs BBISX |
Top Performing ACIIX Alternatives (YTD)
ACIIX is at 11.11% YTD. There are 198 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | ACIIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | ACIIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | ACIIX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | ACIIX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | ACIIX vs PXTIX |
Lowest Volatility Alternatives to ACIIX
ACIIX has 8.54% 1-year volatility. There are 6 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | ACIIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | ACIIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | ACIIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | ACIIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | ACIIX vs TMMAX |
Lowest Drawdown Alternatives to ACIIX
ACIIX has a 1-year max drawdown of -6.38%. There are 61 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ACIIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ACIIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ACIIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ACIIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ACIIX vs SVAIX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 15 | 3.97% | 26.59B | Nov 1981 | ACIIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 17 | 3.79% | 14.71B | Jun 1971 | ACIIX vs TWCGX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 19 | 4.26% | — | Mar 2022 | ACIIX vs ACIHX | |
| American Century Global Gold Fund | Gold, Precious Metals | 19 | -14.27% | 1.76B | Aug 1988 | ACIIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 19 | 2.94% | 2.12B | May 2006 | ACIIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 18 | 2.51% | 6.39B | Jun 1971 | ACIIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 6.50% | 5.37B | Nov 1987 | ACIIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 85 | 2.34% | 1.62B | Dec 1986 | ACIIX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 70 | 10.91% | 6.45B | Aug 1994 | ACIIX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 87 | 14.51% | 1.99B | Dec 1990 | ACIIX vs BIGRX |
Often Compared With ACIIX
Investors most often compare ACIIX with VEIPX, BRK-B, VWELX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ACIIX with Any Fund or Stock
Compare ACIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACIIX with funds that move differently
American Century Equity Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACIIX.
Explore ACIIX Diversifiers