ALVIX vs. ACIIX
Compare and contrast key facts about American Century Investments Focused Large Cap Value Fund (ALVIX) and American Century Equity Income Fund Class I (ACIIX).
ALVIX is managed by American Century. It was launched on Jul 30, 1999. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
ALVIX vs. ACIIX - Performance Comparison
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ALVIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALVIX American Century Investments Focused Large Cap Value Fund | 0.24% | 16.29% | 11.01% | 6.07% | 1.82% | 18.18% | 2.53% | 27.62% | -7.41% | 11.13% |
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% | 13.69% |
Returns By Period
In the year-to-date period, ALVIX achieves a 0.24% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, ALVIX has outperformed ACIIX with an annualized return of 9.81%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
ALVIX
- 1D
- -0.10%
- 1M
- -7.59%
- YTD
- 0.24%
- 6M
- 3.45%
- 1Y
- 10.52%
- 3Y*
- 11.15%
- 5Y*
- 8.98%
- 10Y*
- 9.81%
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%
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ALVIX vs. ACIIX - Expense Ratio Comparison
ALVIX has a 0.83% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
ALVIX vs. ACIIX — Risk / Return Rank
ALVIX
ACIIX
ALVIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments Focused Large Cap Value Fund (ALVIX) 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.
| ALVIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.93 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.35 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.11 | -0.13 |
Martin ratioReturn relative to average drawdown | 3.80 | 4.37 | -0.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ALVIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.93 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.67 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.14 |
Correlation
The correlation between ALVIX and ACIIX is 0.95, 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
ALVIX vs. ACIIX - Dividend Comparison
ALVIX's dividend yield for the trailing twelve months is around 12.36%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALVIX American Century Investments Focused Large Cap Value Fund | 12.36% | 12.61% | 9.67% | 3.63% | 12.50% | 20.50% | 2.19% | 2.45% | 7.25% | 5.49% | 1.79% | 1.33% |
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% |
Drawdowns
ALVIX vs. ACIIX - Drawdown Comparison
The maximum ALVIX drawdown since its inception was -59.66%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for ALVIX and ACIIX.
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Drawdown Indicators
| ALVIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.66% | -39.16% | -20.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.44% | -8.96% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -14.08% | -13.49% | -0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -35.52% | -32.76% | -2.76% |
Current DrawdownCurrent decline from peak | -7.59% | -5.73% | -1.86% |
Average DrawdownAverage peak-to-trough decline | -8.42% | -5.26% | -3.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.30% | +0.44% |
Volatility
ALVIX vs. ACIIX - Volatility Comparison
American Century Investments Focused Large Cap Value Fund (ALVIX) has a higher volatility of 3.35% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that ALVIX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALVIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 2.76% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 6.05% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.10% | 11.61% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.60% | 10.74% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 13.37% | +2.41% |