ARDEX vs. ACIIX
Compare and contrast key facts about AMG River Road Dividend All Cap Value Fund (ARDEX) and American Century Equity Income Fund Class I (ACIIX).
ARDEX is managed by AMG. It was launched on Jun 28, 2005. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
ARDEX vs. ACIIX - Performance Comparison
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ARDEX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 1.39% | -14.13% | 16.20% | 2.04% | -3.64% | 4.16% | -2.18% | 23.20% | -7.61% | 8.78% |
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, ARDEX achieves a 1.39% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, ARDEX has underperformed ACIIX with an annualized return of 3.44%, while ACIIX has yielded a comparatively higher 8.89% annualized return.
ARDEX
- 1D
- 0.20%
- 1M
- -6.95%
- YTD
- 1.39%
- 6M
- -17.64%
- 1Y
- -15.11%
- 3Y*
- 1.11%
- 5Y*
- -1.04%
- 10Y*
- 3.44%
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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ARDEX vs. ACIIX - Expense Ratio Comparison
ARDEX has a 0.97% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
ARDEX vs. ACIIX — Risk / Return Rank
ARDEX
ACIIX
ARDEX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Dividend All Cap Value Fund (ARDEX) 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.
| ARDEX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.59 | 0.93 | -1.52 |
Sortino ratioReturn per unit of downside risk | -0.54 | 1.35 | -1.89 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.19 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 1.11 | -1.86 |
Martin ratioReturn relative to average drawdown | -1.68 | 4.37 | -6.05 |
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
| ARDEX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | 0.93 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.70 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.67 | -0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.53 | -0.31 |
Correlation
The correlation between ARDEX and ACIIX is 0.92, 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
ARDEX vs. ACIIX - Dividend Comparison
ARDEX's dividend yield for the trailing twelve months is around 3.85%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 3.85% | 5.85% | 79.78% | 4.42% | 14.36% | 5.37% | 2.12% | 8.71% | 9.10% | 6.83% | 9.31% | 11.69% |
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
ARDEX vs. ACIIX - Drawdown Comparison
The maximum ARDEX drawdown since its inception was -52.16%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for ARDEX and ACIIX.
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Drawdown Indicators
| ARDEX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.16% | -39.16% | -13.00% |
Max Drawdown (1Y)Largest decline over 1 year | -20.51% | -8.96% | -11.55% |
Max Drawdown (5Y)Largest decline over 5 years | -52.16% | -13.49% | -38.67% |
Max Drawdown (10Y)Largest decline over 10 years | -52.16% | -32.76% | -19.40% |
Current DrawdownCurrent decline from peak | -51.30% | -5.73% | -45.57% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -5.26% | -4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.16% | 2.30% | +6.86% |
Volatility
ARDEX vs. ACIIX - Volatility Comparison
AMG River Road Dividend All Cap Value Fund (ARDEX) has a higher volatility of 3.32% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that ARDEX'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
| ARDEX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 2.76% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 23.71% | 6.05% | +17.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.77% | 11.61% | +13.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.88% | 10.74% | +31.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.42% | 13.37% | +19.05% |