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ARDGX vs. ACIIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ARDGX vs. ACIIX

Last updated Apr 1, 2026

Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and American Century Equity Income Fund Class I (ACIIX).

ARDGX is managed by Archer. It was launched on Sep 1, 2016. ACIIX is managed by American Century. It was launched on Jul 8, 1998.

Performance

ARDGX vs. ACIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Dividend Growth Fund (ARDGX) and American Century Equity Income Fund Class I (ACIIX). The values are adjusted to include any dividend payments, if applicable.

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ARDGX vs. ACIIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ARDGX
Archer Dividend Growth Fund		6.03%12.86%13.94%0.40%0.27%25.41%-7.58%17.89%-5.91%8.92%
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%

Returns By Period

In the year-to-date period, ARDGX achieves a 6.03% return, which is significantly higher than ACIIX's 2.73% return.

ARDGX

1D
0.06%
1M
-3.94%
YTD
6.03%
6M
7.96%
1Y
15.28%
3Y*
11.81%
5Y*
9.60%
10Y*
—

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Archer Dividend Growth Fund

American Century Equity Income Fund Class I

Often compared with ARDGX:
ARDGX vs. SCHDARDGX vs. DGROARDGX vs. VUSA.LARDGX vs. HTGCARDGX vs. IIPRARDGX vs. SPYARDGX vs. ALSMX
Often compared with ACIIX:
ACIIX vs. SCHDACIIX vs. VEIPXACIIX vs. BRK-BACIIX vs. PRWCXACIIX vs. VWELXACIIX vs. COWZACIIX vs. JEPI

ARDGX vs. ACIIX - Expense Ratio Comparison

ARDGX has a 1.22% expense ratio, which is higher than ACIIX's 0.72% expense ratio.

ARDGX
Archer Dividend Growth Fund
ACIIX
American Century Equity Income Fund Class I

Return for Risk

ARDGX vs. ACIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ARDGX
ARDGX Risk / Return Rank: 7272
Overall Rank
ARDGX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
ARDGX Sortino Ratio Rank: 7373
Sortino Ratio Rank
ARDGX Omega Ratio Rank: 7171
Omega Ratio Rank
ARDGX Calmar Ratio Rank: 6868
Calmar Ratio Rank
ARDGX Martin Ratio Rank: 7373
Martin Ratio Rank
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
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.

ARDGX vs. ACIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) 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.

ARDGXACIIXDifference

Sharpe ratio

Return per unit of total volatility

1.31

0.93

+0.39

Sortino ratio

Return per unit of downside risk

1.81

1.35

+0.47

Omega ratio

Gain probability vs. loss probability

1.26

1.19

+0.08

Calmar ratio

Return relative to maximum drawdown

1.56

1.11

+0.45

Martin ratio

Return relative to average drawdown

6.97

4.37

+2.60

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

ARDGX vs. ACIIX - Sharpe Ratio Comparison

The current ARDGX Sharpe Ratio is 1.31, which is higher than the ACIIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of ARDGX and ACIIX, 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

ARDGXACIIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

0.93

+0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

0.70

-0.69

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.67

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

0.53

-0.52

Correlation

The correlation between ARDGX and ACIIX is 0.91, 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

ARDGX vs. ACIIX - Dividend Comparison

ARDGX's dividend yield for the trailing twelve months is around 2.40%, less than ACIIX's 10.28% yield.

TTM20252024202320222021202020192018201720162015
ARDGX
Archer Dividend Growth Fund		2.40%2.09%2.74%2.87%2.38%1.93%3.04%2.85%3.07%2.66%0.00%0.00%
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

ARDGX vs. ACIIX - Drawdown Comparison

The maximum ARDGX drawdown since its inception was -97.41%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for ARDGX and ACIIX.

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Drawdown Indicators

ARDGXACIIXDifference

Max Drawdown

Largest peak-to-trough decline

-97.41%

-39.16%

-58.25%

Max Drawdown (1Y)

Largest decline over 1 year

-10.19%

-8.96%

-1.23%

Max Drawdown (5Y)

Largest decline over 5 years

-97.41%

-13.49%

-83.92%

Max Drawdown (10Y)

Largest decline over 10 years

—

-32.76%

—

Current Drawdown

Current decline from peak

-96.67%

-5.73%

-90.94%

Average Drawdown

Average peak-to-trough decline

-17.05%

-5.26%

-11.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

2.30%

-0.02%

Volatility

ARDGX vs. ACIIX - Volatility Comparison

Archer Dividend Growth Fund (ARDGX) and American Century Equity Income Fund Class I (ACIIX) have volatilities of 2.65% and 2.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ARDGXACIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.65%

2.76%

-0.11%

Volatility (6M)

Calculated over the trailing 6-month period

6.45%

6.05%

+0.40%

Volatility (1Y)

Calculated over the trailing 1-year period

12.58%

11.61%

+0.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2,087.08%

10.74%

+2,076.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1,535.56%

13.37%

+1,522.19%