AUXFX vs. ACIIX
Compare and contrast key facts about Auxier Focus Fund (AUXFX) and American Century Equity Income Fund Class I (ACIIX).
AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
AUXFX vs. ACIIX - Performance Comparison
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AUXFX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 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, AUXFX achieves a 1.73% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, AUXFX has outperformed ACIIX with an annualized return of 9.60%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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AUXFX vs. ACIIX - Expense Ratio Comparison
AUXFX has a 0.92% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
AUXFX vs. ACIIX — Risk / Return Rank
AUXFX
ACIIX
AUXFX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Auxier Focus Fund (AUXFX) 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.
| AUXFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.95 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.37 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.29 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.96 | 5.04 | +1.92 |
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
| AUXFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.95 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.71 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.67 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.53 | +0.04 |
Correlation
The correlation between AUXFX and ACIIX 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.
Dividends
AUXFX vs. ACIIX - Dividend Comparison
AUXFX's dividend yield for the trailing twelve months is around 2.79%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
AUXFX vs. ACIIX - Drawdown Comparison
The maximum AUXFX drawdown since its inception was -39.82%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for AUXFX and ACIIX.
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Drawdown Indicators
| AUXFX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.82% | -39.16% | -0.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -8.96% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -15.73% | -13.49% | -2.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -32.76% | -0.93% |
Current DrawdownCurrent decline from peak | -3.90% | -4.86% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -4.44% | -5.26% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 2.32% | -0.42% |
Volatility
AUXFX vs. ACIIX - Volatility Comparison
Auxier Focus Fund (AUXFX) has a higher volatility of 3.37% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that AUXFX'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
| AUXFX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 3.01% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 6.12% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 11.62% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.22% | 10.74% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 13.37% | +1.83% |