TWEIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to TWEIX

TWEIX charges 0.94% annually. There are 220 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	TWEIX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	TWEIX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	TWEIX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	TWEIX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	TWEIX vs TILVX

Best Risk-Adjusted Alternatives to TWEIX

TWEIX has a PortfoliosLab risk / return rank of 41. There are 243 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	TWEIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	TWEIX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	TWEIX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	TWEIX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	TWEIX vs SABTX

Top Performing TWEIX Alternatives (YTD)

TWEIX is at 6.14% YTD. There are 263 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	TWEIX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	TWEIX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	TWEIX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	TWEIX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	TWEIX vs PXTIX

Lowest Volatility Alternatives to TWEIX

TWEIX has 8.37% 1-year volatility. There are 9 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	TWEIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	TWEIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	TWEIX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	TWEIX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	TWEIX vs FLCCX

Lowest Drawdown Alternatives to TWEIX

TWEIX has a 1-year max drawdown of -6.43%. There are 73 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	TWEIX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	TWEIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	TWEIX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	TWEIX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	TWEIX vs SVAIX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 5 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	27	9.68%	26.59B	Nov 1981	TWEIX vs TWCUX
TWCGX	American Century Growth Fund	Large Cap Growth Equities	29	8.57%	14.71B	Jun 1971	TWEIX vs TWCGX
BGEIX	American Century Global Gold Fund	Precious Metals	26	2.13%	1.76B	Aug 1988	TWEIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	34	9.28%	2.12B	May 2006	TWEIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	34	8.87%	6.39B	Jun 1971	TWEIX vs TWCIX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	31	8.95%	—	Mar 2022	TWEIX vs ACIHX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	6	6.69%	5.37B	Nov 1987	TWEIX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	67	2.11%	1.62B	Dec 1986	TWEIX vs BCHYX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	79	11.88%	1.99B	Dec 1990	TWEIX vs BIGRX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	TWEIX vs ACIIX

Often Compared With TWEIX

Investors most often compare TWEIX with VTIVX, SCHD, BEGIX. These 20 comparison targets span 9 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	71	11.08%	117.20B	Oct 2003	TWEIX vs VTIVX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	TWEIX vs SCHD
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	7	2.71%	—	Jun 2004	TWEIX vs BEGIX
YACKX	AMG Yacktman Fund	Large Cap Value Equities	13	19.98%	—	Jul 1992	TWEIX vs YACKX
LMVTX	ClearBridge Value Trust	Large Cap Value Equities	51	11.19%	—	Apr 1982	TWEIX vs LMVTX
VT	Vanguard Total World Stock ETF	Global Equities	67	12.24%	90.20B	Jun 2008	TWEIX vs VT
VTV	Vanguard Value ETF	Large Cap Value Equities	79	12.30%	238.00B	Jan 2004	TWEIX vs VTV
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	TWEIX vs VTSAX
BTTRX	American Century Zero Coupon 2025 Fund	Government Bonds	—	—	—	Feb 1996	TWEIX vs BTTRX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	65	10.42%	—	Jul 1987	TWEIX vs OIEJX
AIOIX	American Century International Opportunities Fund	Foreign Small & Mid Cap Equities	37	15.88%	577.23M	May 2001	TWEIX vs AIOIX
CPTNX	American Century Government Bond Fund	Government Bonds	19	0.10%	460.31M	May 1980	TWEIX vs CPTNX
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	67	9.70%	66.00B	Mar 1988	TWEIX vs VEIPX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	28	9.84%	—	Jul 2013	TWEIX vs AULDX
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	68	10.28%	1.86B	May 1991	TWEIX vs BEQGX
BGNMX	American Century Ginnie Mae Fund	Government Bonds	29	0.74%	343.63M	Sep 1985	TWEIX vs BGNMX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	22	5.01%	—	Dec 2007	TWEIX vs TMMAX
SWDSX	Schwab Dividend Equity Fund™	Large Cap Value Equities	33	7.10%	—	Sep 2003	TWEIX vs SWDSX
FFEIX	Nuveen Dividend Value Fund	Large Cap Value Equities	58	9.40%	—	Dec 1992	TWEIX vs FFEIX
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	53	5.16%	—	Dec 1986	TWEIX vs LEIFX

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