AAUTX vs. ACIIX

Last updated Aug 1, 2026

AAUTX (Thrivent Large Cap Value Fund) and ACIIX (American Century Equity Income Fund Class I) are both mutual funds - AAUTX is a Large Cap Value Equities fund managed by Thrivent, while ACIIX is a Dividend fund managed by American Century. Over the past 10 years, AAUTX returned 12.69%/yr vs 9.16%/yr for ACIIX. Their correlation of 0.90 means they have usually moved in the same direction. AAUTX charges 0.86%/yr vs 0.72%/yr for ACIIX.

Performance

AAUTX vs. ACIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Large Cap Value Fund (AAUTX) and American Century Equity Income Fund Class I (ACIIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AAUTX achieves a 14.31% return, which is significantly higher than ACIIX's 13.38% return. Over the past 10 years, AAUTX has outperformed ACIIX with an annualized return of 12.69%, while ACIIX has yielded a comparatively lower 9.16% annualized return.

AAUTX

• 1D: 0.76%
• 1M: 0.87%
• 6M: 10.13%
• YTD: 14.31%
• 1Y: 27.10%
• 3Y*: 19.54%
• 5Y*: 13.87%
• 10Y*: 12.69%
• ALL TIME*: 8.35%

ACIIX

• 1D: 0.00%
• 1M: 2.27%
• 6M: 9.01%
• YTD: 13.38%
• 1Y: 19.83%
• 3Y*: 11.90%
• 5Y*: 8.20%
• 10Y*: 9.16%
• ALL TIME*: 7.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AAUTX Thrivent Large Cap Value Fund	$0.00	$0.00	$0.00
ACIIX American Century Equity Income Fund Class I	$0.00	$0.00	$0.00

AAUTX vs. ACIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AAUTX Thrivent Large Cap Value Fund	14.31%	19.31%	21.28%	12.63%	-4.89%	31.65%	4.31%	23.66%	-8.82%	12.59%
ACIIX American Century Equity Income Fund Class I	13.38%	12.05%	10.58%	4.25%	-2.96%	17.16%	1.19%	24.50%	-3.53%	13.69%

Correlation

The correlation between AAUTX and ACIIX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.77
Correlation (3Y) Balances recent behavior with more history.	0.83
Correlation (5Y) Shows whether the relationship held over a longer period.	0.87
Correlation (10Y) Provides a long-term view across more market conditions.	0.88
Correlation (All Time) Calculated using the full available price history since Jul 8, 1998	0.90

The correlation between AAUTX and ACIIX shifts across timeframes, from 0.77 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.

Return for Risk

AAUTX vs. ACIIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AAUTX

AAUTX Risk / Return Rank: 89
AAUTX Sharpe Ratio Rank: 89
AAUTX Sortino Ratio Rank: 86
AAUTX Omega Ratio Rank: 84
AAUTX Calmar Ratio Rank: 93
AAUTX Martin Ratio Rank: 94

ACIIX

ACIIX Risk / Return Rank: 84
ACIIX Sharpe Ratio Rank: 87
ACIIX Sortino Ratio Rank: 88
ACIIX Omega Ratio Rank: 82
ACIIX Calmar Ratio Rank: 85
ACIIX Martin Ratio Rank: 79

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AAUTX vs. ACIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) and American Century Equity Income Fund Class I (ACIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AAUTX	ACIIX	Difference
Sharpe ratio: Return per unit of total volatility	2.23	2.13	+0.10
Sortino ratio: Return per unit of downside risk	3.11	3.23	-0.13
Omega ratio: Gain probability vs. loss probability	1.41	1.38	+0.03
Calmar ratio: Return relative to maximum drawdown	3.79	2.87	+0.92
Martin ratio: Return relative to average drawdown	14.79	9.45	+5.35

AAUTX vs. ACIIX - Sharpe Ratio Comparison

The current AAUTX Sharpe Ratio is 2.23, which is comparable to the ACIIX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of AAUTX and ACIIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AAUTX vs. ACIIX - Drawdown Comparison

The maximum AAUTX drawdown since its inception was -54.34%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for AAUTX and ACIIX.

Drawdown Indicators

	AAUTX	ACIIX	Difference
Max Drawdown Largest peak-to-trough decline	-54.34%	-39.16%	-15.18%
Max Drawdown (1Y) Largest decline over 1 year	-6.48%	-6.38%	-0.10%
Max Drawdown (3Y) Largest decline over 3 years	-14.85%	-10.15%	-4.70%
Max Drawdown (5Y) Largest decline over 5 years	-18.71%	-13.49%	-5.22%
Max Drawdown (10Y) Largest decline over 10 years	-38.88%	-32.76%	-6.12%
Current Drawdown Current decline from peak	-0.59%	-0.63%	+0.04%
Average Drawdown Average peak-to-trough decline	-7.95%	-5.22%	-2.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.67%	1.93%	-0.26%

Volatility

AAUTX vs. ACIIX - Volatility Comparison

The current volatility for Thrivent Large Cap Value Fund (AAUTX) is 2.50%, while American Century Equity Income Fund Class I (ACIIX) has a volatility of 2.92%. This indicates that AAUTX experiences smaller price fluctuations and is considered to be less risky than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AAUTX	ACIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.50%	2.92%	-0.42%
Volatility (6M) Calculated over the trailing 6-month period	8.06%	6.54%	+1.52%
Volatility (1Y) Calculated over the trailing 1-year period	11.00%	8.61%	+2.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.75%	10.78%	+4.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.68%	13.34%	+4.34%

AAUTX vs. ACIIX - Expense Ratio Comparison

AAUTX has a 0.86% expense ratio, which is higher than ACIIX's 0.72% expense ratio.

Dividends

AAUTX vs. ACIIX - Dividend Comparison

AAUTX's dividend yield for the trailing twelve months is around 4.62%, less than ACIIX's 9.48% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AAUTX Thrivent Large Cap Value Fund	4.62%	5.28%	16.25%	3.22%	6.12%	7.62%	6.33%	1.52%	7.44%	1.08%	1.18%	0.00%
ACIIX American Century Equity Income Fund Class I	9.48%	10.55%	11.71%	8.21%	8.96%	7.02%	2.18%	7.57%	9.05%	12.14%	8.08%	10.72%

Frequently Asked Questions

Can I hold both AAUTX and ACIIX in my portfolio?

AAUTX and ACIIX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AAUTX or ACIIX?

ACIIX has higher volatility (2.92%) compared to AAUTX (2.50%). In terms of maximum drawdown, AAUTX dropped -54.34% vs ACIIX's -39.16%.

Which has better risk-adjusted returns?

AAUTX currently has the higher Sharpe Ratio (2.23 vs 2.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.