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ACIIX vs. OFVIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ACIIX vs. OFVIX

Last updated Apr 1, 2026

Compare and contrast key facts about American Century Equity Income Fund Class I (ACIIX) and O'Shaughnessy Market Leaders Value Fund (OFVIX).

ACIIX is managed by American Century. It was launched on Jul 8, 1998. OFVIX is managed by O'Shaughnessy Mutual Funds. It was launched on Feb 26, 2016.

Performance

ACIIX vs. OFVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Equity Income Fund Class I (ACIIX) and O'Shaughnessy Market Leaders Value Fund (OFVIX). The values are adjusted to include any dividend payments, if applicable.

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ACIIX vs. OFVIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ACIIX
American Century Equity Income Fund Class I		2.73%12.05%10.58%4.25%-2.96%17.16%1.19%24.50%-3.53%13.05%
OFVIX
O'Shaughnessy Market Leaders Value Fund		1.48%15.81%23.70%17.85%-6.13%30.49%1.76%35.06%-12.95%22.05%

Returns By Period

In the year-to-date period, ACIIX achieves a 2.73% return, which is significantly higher than OFVIX's 1.48% return.

ACIIX

1D
0.00%
1M
-5.73%
YTD
2.73%
6M
4.62%
1Y
9.92%
3Y*
9.70%
5Y*
7.47%
10Y*
8.89%

OFVIX

1D
0.00%
1M
-3.57%
YTD
1.48%
6M
5.17%
1Y
16.80%
3Y*
19.63%
5Y*
12.65%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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American Century Equity Income Fund Class I

O'Shaughnessy Market Leaders Value Fund

Often compared with ACIIX:
ACIIX vs. SCHDACIIX vs. VEIPXACIIX vs. BRK-BACIIX vs. PRWCXACIIX vs. VWELXACIIX vs. COWZACIIX vs. JEPI
Often compared with OFVIX:
OFVIX vs. OAKLXOFVIX vs. SPYOFVIX vs. VVIAXOFVIX vs. MGKOFVIX vs. ^GSPCOFVIX vs. DFUVXOFVIX vs. AVERX

ACIIX vs. OFVIX - Expense Ratio Comparison

ACIIX has a 0.72% expense ratio, which is higher than OFVIX's 0.56% expense ratio.

ACIIX
American Century Equity Income Fund Class I
OFVIX
O'Shaughnessy Market Leaders Value Fund

Return for Risk

ACIIX vs. OFVIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ACIIX
ACIIX Risk / Return Rank: 4545
Overall Rank
ACIIX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
ACIIX Sortino Ratio Rank: 4747
Sortino Ratio Rank
ACIIX Omega Ratio Rank: 4444
Omega Ratio Rank
ACIIX Calmar Ratio Rank: 4444
Calmar Ratio Rank
ACIIX Martin Ratio Rank: 4343
Martin Ratio Rank
OFVIX
OFVIX Risk / Return Rank: 5454
Overall Rank
OFVIX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
OFVIX Sortino Ratio Rank: 5454
Sortino Ratio Rank
OFVIX Omega Ratio Rank: 5757
Omega Ratio Rank
OFVIX Calmar Ratio Rank: 5050
Calmar Ratio Rank
OFVIX Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACIIX vs. OFVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund Class I (ACIIX) and O'Shaughnessy Market Leaders Value Fund (OFVIX). 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.

ACIIXOFVIXDifference

Sharpe ratio

Return per unit of total volatility

0.93

1.00

-0.08

Sortino ratio

Return per unit of downside risk

1.35

1.45

-0.11

Omega ratio

Gain probability vs. loss probability

1.19

1.22

-0.03

Calmar ratio

Return relative to maximum drawdown

1.11

1.21

-0.11

Martin ratio

Return relative to average drawdown

4.37

5.40

-1.04

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ACIIX vs. OFVIX - Sharpe Ratio Comparison

The current ACIIX Sharpe Ratio is 0.93, which is comparable to the OFVIX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of ACIIX and OFVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ACIIXOFVIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

1.00

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.76

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.64

-0.11

Correlation

The correlation between ACIIX and OFVIX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ACIIX vs. OFVIX - Dividend Comparison

ACIIX's dividend yield for the trailing twelve months is around 10.28%, less than OFVIX's 18.26% yield.

TTM20252024202320222021202020192018201720162015
ACIIX
American Century Equity Income Fund Class I		10.28%10.55%11.71%8.21%8.96%7.02%2.18%7.57%9.05%12.14%8.08%10.72%
OFVIX
O'Shaughnessy Market Leaders Value Fund		18.26%18.53%15.22%4.10%7.88%1.81%2.15%8.09%7.74%2.40%0.00%0.00%

Drawdowns

ACIIX vs. OFVIX - Drawdown Comparison

The maximum ACIIX drawdown since its inception was -39.16%, smaller than the maximum OFVIX drawdown of -41.88%. Use the drawdown chart below to compare losses from any high point for ACIIX and OFVIX.

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Drawdown Indicators

ACIIXOFVIXDifference

Max Drawdown

Largest peak-to-trough decline

-39.16%

-41.88%

+2.72%

Max Drawdown (1Y)

Largest decline over 1 year

-8.96%

-13.24%

+4.28%

Max Drawdown (5Y)

Largest decline over 5 years

-13.49%

-20.79%

+7.30%

Max Drawdown (10Y)

Largest decline over 10 years

-32.76%

—

—

Current Drawdown

Current decline from peak

-5.73%

-5.37%

-0.36%

Average Drawdown

Average peak-to-trough decline

-5.26%

-5.36%

+0.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.30%

2.98%

-0.68%

Volatility

ACIIX vs. OFVIX - Volatility Comparison

The current volatility for American Century Equity Income Fund Class I (ACIIX) is 2.76%, while O'Shaughnessy Market Leaders Value Fund (OFVIX) has a volatility of 3.04%. This indicates that ACIIX experiences smaller price fluctuations and is considered to be less risky than OFVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ACIIXOFVIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.76%

3.04%

-0.28%

Volatility (6M)

Calculated over the trailing 6-month period

6.05%

9.25%

-3.20%

Volatility (1Y)

Calculated over the trailing 1-year period

11.61%

17.95%

-6.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.74%

16.72%

-5.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.37%

20.28%

-6.91%