ACIIX Alternatives & Similar Mutual Funds

American Century Equity Income Fund Class I (ACIIX) belongs to the Dividend 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 28 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	ACIIX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	ACIIX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	ACIIX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	ACIIX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	ACIIX vs VDIGX

Best Risk-Adjusted Alternatives to ACIIX

ACIIX has a PortfoliosLab risk / return rank of 85. There are 26 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	94	—	Mar 2005	ACIIX vs SVAAX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	ACIIX vs VIHAX
GSGRX	Goldman Sachs Equity Income Fund	94	—	Feb 1993	ACIIX vs GSGRX
REAYX	Russell Investments Equity Income Fund	93	—	Mar 2000	ACIIX vs REAYX
PMAIX	Pioneer Multi-Asset Income Fund A	93	—	Dec 2011	ACIIX vs PMAIX

Top Performing ACIIX Alternatives (YTD)

ACIIX is at 13.38% YTD. There are 32 mutual funds in the Dividend category with higher YTD returns, going as high as 20.50%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	20.50%	—	Jan 2013	ACIIX vs TRDIX
EQIIX	Allspring Emerging Markets Equity Income Fund	19.85%	—	May 2012	ACIIX vs EQIIX
GSGRX	Goldman Sachs Equity Income Fund	18.64%	—	Feb 1993	ACIIX vs GSGRX
REAYX	Russell Investments Equity Income Fund	17.91%	—	Mar 2000	ACIIX vs REAYX
EQNIX	MFS Equity Income Fund	17.78%	—	Sep 2012	ACIIX vs EQNIX

Lowest Volatility Alternatives to ACIIX

ACIIX has 8.60% 1-year volatility. There are 4 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.96%	—	Dec 2011	ACIIX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.40%	—	Dec 1973	ACIIX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.18%	—	Jul 1987	ACIIX vs CAIFX
TWEIX	American Century Equity Income Fund	8.58%	6.45B	Aug 1994	ACIIX vs TWEIX
PDT	John Hancock Premium Dividend Fund	8.90%	—	Dec 1989	ACIIX vs PDT

Lowest Drawdown Alternatives to ACIIX

ACIIX has a 1-year max drawdown of -6.38%. There are 11 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	ACIIX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	ACIIX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	ACIIX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	ACIIX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	ACIIX vs CDDYX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	12	1.65%	26.59B	Nov 1981	ACIIX vs TWCUX
TWCGX	American Century Growth Fund Investor Class	Large Cap Growth Equities, Actively Managed	13	2.46%	14.71B	Jun 1971	ACIIX vs TWCGX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	2.97%	—	Mar 2022	ACIIX vs ACIHX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	26	-13.78%	1.76B	Aug 1988	ACIIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	12	-0.75%	2.12B	May 2006	ACIIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	13	1.09%	6.39B	Jun 1971	ACIIX vs TWCIX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	3	2.89%	5.37B	Nov 1987	ACIIX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	78	0.76%	1.62B	Dec 1986	ACIIX vs BCHYX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	92	16.10%	1.99B	Dec 1990	ACIIX vs BIGRX
BULIX	American Century Utilities Fund	Utilities Equities	13	6.22%	312.77M	Feb 1993	ACIIX vs BULIX

Often Compared With ACIIX

Investors most often compare ACIIX with VEIPX, VWELX, BRK-B. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VEIPX	Vanguard Equity Income Fund Investor Shares	Dividend, Large Cap Value Equities	86	11.80%	65.40B	Mar 1988	ACIIX vs VEIPX
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	50	5.37%	123.40B	Jul 1929	ACIIX vs VWELX
BRK-B	Berkshire Hathaway Inc.		61	2.09%	—	—	ACIIX vs BRK-B
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	ACIIX vs SCHD
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	40	6.66%	—	Jun 1986	ACIIX vs PRWCX
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	87	12.39%	17.98B	Dec 2016	ACIIX vs COWZ
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	56	5.04%	45.80B	May 2020	ACIIX vs JEPI
FETKX	Fidelity Equity Dividend Income Fund Class K	Large Cap Value Equities	55	14.25%	—	May 2008	ACIIX vs FETKX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	ACIIX vs VOO
GAB	The Gabelli Equity Trust Inc	Large Cap Value Equities	13	-1.89%	—	Aug 1986	ACIIX vs GAB
LEIFX	Federated Hermes Equity Income Fund	Dividend, Large Cap Value Equities	68	11.02%	—	Dec 1986	ACIIX vs LEIFX
APFWX	Artisan Value Income Fund	Large Cap Value Equities	55	9.80%	—	Feb 2022	ACIIX vs APFWX
DRIPX	The MP 63 Fund	Large Cap Value Equities	86	15.43%	—	Mar 1999	ACIIX vs DRIPX
CVLVX	Cullen Value Fund	Large Cap Value Equities	94	19.89%	—	Aug 2012	ACIIX vs CVLVX
GPAFX	Victory RS Large Cap Alpha Fund	Large Cap Value Equities	84	10.34%	—	Jun 1972	ACIIX vs GPAFX
CILGX	Clarkston Fund	Large Cap Value Equities	15	3.60%	—	Apr 2016	ACIIX vs CILGX
TORYX	Torray Equity Income Fund	Large Cap Value Equities	91	16.89%	—	Dec 1990	ACIIX vs TORYX
LLPFX	Longleaf Partners Fund	Large Cap Value Equities	12	3.78%	—	Apr 1987	ACIIX vs LLPFX
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	93	15.98%	—	Aug 2000	ACIIX vs NOLVX
FDTTX	Fidelity Advisor Capital Development Fund Class A	Large Cap Value Equities	70	11.64%	—	Apr 1999	ACIIX vs FDTTX

Compare ACIIX with Any Fund or Stock

Compare ACIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

American Century Equity Income Fund Class I (ACIIX) Alternatives