BBVLX vs. ACIIX
Compare and contrast key facts about Bridge Builder Large Cap Value Fund (BBVLX) and American Century Equity Income Fund Class I (ACIIX).
BBVLX is managed by Bridge Builder. It was launched on Apr 27, 2015. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
BBVLX vs. ACIIX - Performance Comparison
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BBVLX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | -3.02% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
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, BBVLX achieves a -3.02% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, BBVLX has outperformed ACIIX with an annualized return of 11.12%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
BBVLX
- 1D
- -0.12%
- 1M
- -7.45%
- YTD
- -3.02%
- 6M
- -7.34%
- 1Y
- 0.78%
- 3Y*
- 11.62%
- 5Y*
- 8.67%
- 10Y*
- 11.12%
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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BBVLX vs. ACIIX - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
BBVLX vs. ACIIX — Risk / Return Rank
BBVLX
ACIIX
BBVLX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) 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.
| BBVLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 0.93 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.24 | 1.35 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.19 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.11 | -1.06 |
Martin ratioReturn relative to average drawdown | 0.13 | 4.37 | -4.24 |
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
| BBVLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.93 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.70 | -0.16 |
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 | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between BBVLX 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
BBVLX vs. ACIIX - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 1.43%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.43% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
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
BBVLX vs. ACIIX - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for BBVLX and ACIIX.
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Drawdown Indicators
| BBVLX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.48% | -39.16% | +0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -8.96% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -18.24% | -13.49% | -4.75% |
Max Drawdown (10Y)Largest decline over 10 years | -38.48% | -32.76% | -5.72% |
Current DrawdownCurrent decline from peak | -11.28% | -5.73% | -5.55% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -5.26% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.18% | 2.30% | +1.88% |
Volatility
BBVLX vs. ACIIX - Volatility Comparison
Bridge Builder Large Cap Value Fund (BBVLX) has a higher volatility of 3.69% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that BBVLX'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
| BBVLX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 2.76% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 6.05% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.22% | 11.61% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.27% | 10.74% | +5.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 13.37% | +4.56% |