American Century Equity Income Fund (TWEIX) Alternatives
American Century Equity Income Fund (TWEIX) 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 TWEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TWEIX
TWEIX charges 0.94% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TWEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TWEIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TWEIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TWEIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TWEIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TWEIX vs TILVX |
Best Risk-Adjusted Alternatives to TWEIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | TWEIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TWEIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TWEIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TWEIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TWEIX vs VALAX |
Top Performing TWEIX Alternatives (YTD)
TWEIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | TWEIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TWEIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TWEIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TWEIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TWEIX vs HFCVX |
Lowest Volatility Alternatives to TWEIX
TWEIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | TWEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TWEIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TWEIX vs HDCTX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TWEIX vs ACIIX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 11.86% | Dec 20, 2007 | TWEIX vs TMMAX |
Lowest Drawdown Alternatives to TWEIX
TWEIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | TWEIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TWEIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TWEIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TWEIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TWEIX vs PSECX |
Other Mutual Funds from American Century
Most popular American Century mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 20 | -12.28% | Nov 2, 1981 | TWEIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 22 | -13.48% | Jun 30, 1971 | TWEIX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 90 | -0.90% | Aug 16, 1988 | TWEIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 36 | -14.41% | May 31, 2006 | TWEIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 27 | -12.29% | Jun 30, 1971 | TWEIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 9 | -10.01% | Nov 10, 1987 | TWEIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 30 | -0.79% | Dec 29, 1986 | TWEIX vs BCHYX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 55 | -1.93% | Dec 17, 1990 | TWEIX vs BIGRX | |
| American Century Utilities Fund | Utilities Equities | 81 | 9.37% | Feb 28, 1993 | TWEIX vs BULIX | |
| American Century Mid Cap Value Fund | Mid Cap Value Equities | 22 | 0.97% | Mar 31, 2004 | TWEIX vs ACMVX |
Often Compared With TWEIX
What investors most often compare with TWEIX, based on PortfoliosLab usage data.
Compare TWEIX with Any Fund or Stock
Compare TWEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.