BIGRX vs. ACIIX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and American Century Equity Income Fund Class I (ACIIX).
BIGRX is managed by American Century. It was launched on Dec 17, 1990. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
BIGRX vs. ACIIX - Performance Comparison
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BIGRX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 0.26% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
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, BIGRX achieves a 0.26% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, BIGRX has outperformed ACIIX with an annualized return of 10.16%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
BIGRX
- 1D
- 2.23%
- 1M
- -5.23%
- YTD
- 0.26%
- 6M
- 4.65%
- 1Y
- 17.43%
- 3Y*
- 12.74%
- 5Y*
- 6.47%
- 10Y*
- 10.16%
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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BIGRX vs. ACIIX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
BIGRX vs. ACIIX — Risk / Return Rank
BIGRX
ACIIX
BIGRX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) 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.
| BIGRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.95 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.37 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.29 | +0.31 |
Martin ratioReturn relative to average drawdown | 7.10 | 5.04 | +2.06 |
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
| BIGRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.95 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.71 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.67 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between BIGRX 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
BIGRX vs. ACIIX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 9.03%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 9.03% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
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
BIGRX vs. ACIIX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for BIGRX and ACIIX.
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Drawdown Indicators
| BIGRX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -39.16% | -18.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -8.96% | -2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -13.49% | -8.70% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -32.76% | +0.14% |
Current DrawdownCurrent decline from peak | -5.90% | -4.86% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -5.26% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.32% | +0.23% |
Volatility
BIGRX vs. ACIIX - Volatility Comparison
American Century Disciplined Core Value Fund (BIGRX) has a higher volatility of 4.38% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that BIGRX'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
| BIGRX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 3.01% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 6.12% | +2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 11.62% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 10.74% | +4.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 13.37% | +3.44% |