ACIIX vs. VEIPX
Compare and contrast key facts about American Century Equity Income Fund Class I (ACIIX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
ACIIX is managed by American Century Investments. It was launched on Jul 8, 1998. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACIIX or VEIPX.
Key characteristics
| ACIIX | VEIPX | |
|---|---|---|
| YTD Return | 13.10% | 12.75% |
| 1Y Return | 16.52% | 13.56% |
| 3Y Return (Ann) | 5.49% | 6.51% |
| 5Y Return (Ann) | 7.67% | 10.09% |
| 10Y Return (Ann) | 8.65% | 9.45% |
| Sharpe Ratio | 1.83 | 1.05 |
| Daily Std Dev | 8.40% | 11.85% |
| Max Drawdown | -39.18% | -54.12% |
| Current Drawdown | -0.11% | -1.35% |
Correlation
The correlation between ACIIX and VEIPX is 0.96, 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.
Performance
ACIIX vs. VEIPX - Performance Comparison
The year-to-date returns for both stocks are quite close, with ACIIX having a 13.10% return and VEIPX slightly lower at 12.75%. Over the past 10 years, ACIIX has underperformed VEIPX with an annualized return of 8.65%, while VEIPX has yielded a comparatively higher 9.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACIIX vs. VEIPX - Expense Ratio Comparison
ACIIX has a 0.72% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
ACIIX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund Class I (ACIIX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.
Dividends
ACIIX vs. VEIPX - Dividend Comparison
ACIIX's dividend yield for the trailing twelve months is around 7.48%, more than VEIPX's 2.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACIIX American Century Equity Income Fund Class I | 7.48% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.70% | 10.26% | 8.97% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.77% | 2.93% | 8.69% | 7.62% | 2.77% | 4.36% | 10.86% | 3.66% | 3.78% | 6.39% | 5.94% | 5.19% |
Drawdowns
ACIIX vs. VEIPX - Drawdown Comparison
The maximum ACIIX drawdown since its inception was -39.18%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for ACIIX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
ACIIX vs. VEIPX - Volatility Comparison
The current volatility for American Century Equity Income Fund Class I (ACIIX) is 1.75%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 3.06%. This indicates that ACIIX experiences smaller price fluctuations and is considered to be less risky than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.