Correlation
The correlation between ACIIX and VWELX is 0.90, 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.
ACIIX vs. VWELX
Compare and contrast key facts about American Century Equity Income Fund Class I (ACIIX) and Vanguard Wellington Fund Investor Shares (VWELX).
ACIIX is managed by American Century Investments. It was launched on Jul 8, 1998. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACIIX or VWELX.
Performance
ACIIX vs. VWELX - Performance Comparison
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Key characteristics
ACIIX:
0.85
VWELX:
0.93
ACIIX:
1.20
VWELX:
1.26
ACIIX:
1.17
VWELX:
1.18
ACIIX:
0.96
VWELX:
0.90
ACIIX:
3.42
VWELX:
3.60
ACIIX:
2.85%
VWELX:
2.99%
ACIIX:
11.86%
VWELX:
12.81%
ACIIX:
-39.16%
VWELX:
-36.12%
ACIIX:
-2.89%
VWELX:
-0.87%
Returns By Period
In the year-to-date period, ACIIX achieves a 2.92% return, which is significantly higher than VWELX's 2.63% return. Both investments have delivered pretty close results over the past 10 years, with ACIIX having a 8.36% annualized return and VWELX not far ahead at 8.46%.
ACIIX
2.92%
2.63%
-2.89%
8.50%
5.47%
9.12%
8.36%
VWELX
2.63%
3.92%
0.67%
11.13%
9.07%
9.64%
8.46%
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ACIIX vs. VWELX - Expense Ratio Comparison
ACIIX has a 0.72% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
ACIIX vs. VWELX — Risk-Adjusted Performance Rank
ACIIX
VWELX
ACIIX vs. VWELX - 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 Wellington Fund Investor Shares (VWELX). 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.
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Dividends
ACIIX vs. VWELX - Dividend Comparison
ACIIX's dividend yield for the trailing twelve months is around 11.33%, more than VWELX's 10.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACIIX American Century Equity Income Fund Class I | 11.33% | 11.72% | 8.21% | 8.96% | 7.03% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% | 10.25% |
VWELX Vanguard Wellington Fund Investor Shares | 10.58% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% |
Drawdowns
ACIIX vs. VWELX - Drawdown Comparison
The maximum ACIIX drawdown since its inception was -39.16%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for ACIIX and VWELX.
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Volatility
ACIIX vs. VWELX - Volatility Comparison
American Century Equity Income Fund Class I (ACIIX) has a higher volatility of 3.61% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 2.92%. This indicates that ACIIX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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