TWEIX Alternatives & Similar Mutual Funds

American Century Equity Income Fund (TWEIX) 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 TWEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TWEIX

TWEIX charges 0.94% annually. There are 50 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	TWEIX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	TWEIX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	TWEIX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	TWEIX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	TWEIX vs VDIGX

Best Risk-Adjusted Alternatives to TWEIX

TWEIX has a PortfoliosLab risk / return rank of 84. There are 29 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	TWEIX vs SVAAX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	TWEIX vs VIHAX
GSGRX	Goldman Sachs Equity Income Fund	94	—	Feb 1993	TWEIX vs GSGRX
REAYX	Russell Investments Equity Income Fund	93	—	Mar 2000	TWEIX vs REAYX
PMAIX	Pioneer Multi-Asset Income Fund A	93	—	Dec 2011	TWEIX vs PMAIX

Top Performing TWEIX Alternatives (YTD)

TWEIX is at 13.18% YTD. There are 36 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	TWEIX vs TRDIX
EQIIX	Allspring Emerging Markets Equity Income Fund	19.85%	—	May 2012	TWEIX vs EQIIX
GSGRX	Goldman Sachs Equity Income Fund	18.64%	—	Feb 1993	TWEIX vs GSGRX
REAYX	Russell Investments Equity Income Fund	17.91%	—	Mar 2000	TWEIX vs REAYX
EQNIX	MFS Equity Income Fund	17.78%	—	Sep 2012	TWEIX vs EQNIX

Lowest Volatility Alternatives to TWEIX

TWEIX has 8.58% 1-year volatility. There are 3 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	TWEIX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.40%	—	Dec 1973	TWEIX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.18%	—	Jul 1987	TWEIX vs CAIFX
ACIIX	American Century Equity Income Fund Class I	8.60%	—	Jul 1998	TWEIX vs ACIIX
PDT	John Hancock Premium Dividend Fund	8.90%	—	Dec 1989	TWEIX vs PDT

Lowest Drawdown Alternatives to TWEIX

TWEIX has a 1-year max drawdown of -6.43%. There are 14 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	TWEIX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	TWEIX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	TWEIX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	TWEIX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	TWEIX 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	TWEIX vs TWCUX
TWCGX	American Century Growth Fund Investor Class	Large Cap Growth Equities, Actively Managed	13	2.46%	14.71B	Jun 1971	TWEIX vs TWCGX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	2.97%	—	Mar 2022	TWEIX vs ACIHX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	26	-13.78%	1.76B	Aug 1988	TWEIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	12	-0.75%	2.12B	May 2006	TWEIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	13	1.09%	6.39B	Jun 1971	TWEIX vs TWCIX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	3	2.89%	5.37B	Nov 1987	TWEIX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	78	0.76%	1.62B	Dec 1986	TWEIX vs BCHYX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	92	16.10%	1.99B	Dec 1990	TWEIX vs BIGRX
BULIX	American Century Utilities Fund	Utilities Equities	13	6.22%	312.77M	Feb 1993	TWEIX vs BULIX

Often Compared With TWEIX

Investors most often compare TWEIX with VTIVX, SCHD, BEGIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	68	9.38%	121.10B	Oct 2003	TWEIX vs VTIVX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	TWEIX vs SCHD
BEGIX	Sterling Capital Equity Income Fund	Dividend, Large Cap Value Equities	25	9.18%	—	Jun 2004	TWEIX vs BEGIX
YACKX	AMG Yacktman Fund	Large Cap Value Equities	92	18.53%	—	Jul 1992	TWEIX vs YACKX
LMVTX	ClearBridge Value Trust	Large Cap Value Equities	79	13.48%	—	Apr 1982	TWEIX vs LMVTX
VT	Vanguard Total World Stock ETF	Global Equities	77	12.40%	97.00B	Jun 2008	TWEIX vs VT
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	10.50%	2.30T	Nov 2000	TWEIX vs VTSAX
VTV	Vanguard Value ETF	Large Cap Value Equities	94	16.93%	254.20B	Jan 2004	TWEIX vs VTV
AIOIX	American Century International Opportunities Fund	Foreign Small & Mid Cap Equities	20	5.49%	577.23M	May 2001	TWEIX vs AIOIX
CPTNX	American Century Government Bond Fund	Government Bonds	13	-1.19%	460.31M	May 1980	TWEIX vs CPTNX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	TWEIX vs OIEJX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	12	1.85%	—	Jul 2013	TWEIX vs AULDX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	58	8.47%	—	Dec 2007	TWEIX vs TMMAX
VEIPX	Vanguard Equity Income Fund Investor Shares	Dividend, Large Cap Value Equities	86	11.80%	65.40B	Mar 1988	TWEIX vs VEIPX
LEIFX	Federated Hermes Equity Income Fund	Dividend, Large Cap Value Equities	68	11.02%	—	Dec 1986	TWEIX vs LEIFX
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	62	9.43%	1.86B	May 1991	TWEIX vs BEQGX
BGNMX	American Century Ginnie Mae Fund	Government Bonds	19	-0.74%	343.63M	Sep 1985	TWEIX vs BGNMX
FFEIX	Nuveen Dividend Value Fund	Large Cap Value Equities	82	14.50%	—	Dec 1992	TWEIX vs FFEIX
SWDSX	Schwab Dividend Equity Fund™	Large Cap Value Equities	75	11.68%	—	Sep 2003	TWEIX vs SWDSX
AGBVX	American Century Global Bond Fund	Global Bonds	20	0.31%	1.88B	Jan 2012	TWEIX vs AGBVX

Compare TWEIX with Any Fund or Stock

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

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Diversifiers

Pair TWEIX with funds that move differently

American Century Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWEIX.

Explore TWEIX Diversifiers

American Century Equity Income Fund (TWEIX) Alternatives