BEGIX vs. ACIIX
Compare and contrast key facts about Sterling Capital Equity Income Fund (BEGIX) and American Century Equity Income Fund Class I (ACIIX).
BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
BEGIX vs. ACIIX - Performance Comparison
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BEGIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | -0.53% | 1.91% | 4.81% | 12.52% | -3.16% | 28.06% | 8.64% | 30.56% | -0.62% | 20.94% |
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, BEGIX achieves a -0.53% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, BEGIX has outperformed ACIIX with an annualized return of 10.88%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
BEGIX
- 1D
- 1.53%
- 1M
- -5.79%
- YTD
- -0.53%
- 6M
- -1.43%
- 1Y
- 0.10%
- 3Y*
- 6.22%
- 5Y*
- 6.32%
- 10Y*
- 10.88%
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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BEGIX vs. ACIIX - Expense Ratio Comparison
BEGIX has a 0.79% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
BEGIX vs. ACIIX — Risk / Return Rank
BEGIX
ACIIX
BEGIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) 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.
| BEGIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.95 | -0.94 |
Sortino ratioReturn per unit of downside risk | 0.12 | 1.37 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.29 | -1.19 |
Martin ratioReturn relative to average drawdown | 0.32 | 5.04 | -4.72 |
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
| BEGIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.95 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.71 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.67 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between BEGIX 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
BEGIX vs. ACIIX - Dividend Comparison
BEGIX's dividend yield for the trailing twelve months is around 27.69%, more than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | 27.69% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
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
BEGIX vs. ACIIX - Drawdown Comparison
The maximum BEGIX drawdown since its inception was -43.85%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for BEGIX and ACIIX.
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Drawdown Indicators
| BEGIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.85% | -39.16% | -4.69% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -8.96% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -29.48% | -13.49% | -15.99% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -32.76% | -4.25% |
Current DrawdownCurrent decline from peak | -22.12% | -4.86% | -17.26% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -5.26% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.32% | +0.83% |
Volatility
BEGIX vs. ACIIX - Volatility Comparison
Sterling Capital Equity Income Fund (BEGIX) has a higher volatility of 3.54% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that BEGIX'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
| BEGIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.01% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 6.12% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 11.62% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 10.74% | +8.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 13.37% | +6.13% |