BVEFX vs. ACIIX
Compare and contrast key facts about Becker Value Equity Fund (BVEFX) and American Century Equity Income Fund Class I (ACIIX).
BVEFX is managed by Becker. It was launched on Nov 3, 2003. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
BVEFX vs. ACIIX - Performance Comparison
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BVEFX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Value Equity Fund | -1.86% | 13.13% | 16.05% | 9.53% | -7.51% | 29.35% | 4.04% | 23.05% | -13.68% | 15.19% |
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, BVEFX achieves a -1.86% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, BVEFX has outperformed ACIIX with an annualized return of 10.44%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
BVEFX
- 1D
- -0.25%
- 1M
- -7.17%
- YTD
- -1.86%
- 6M
- -1.04%
- 1Y
- 9.32%
- 3Y*
- 11.99%
- 5Y*
- 8.77%
- 10Y*
- 10.44%
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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BVEFX vs. ACIIX - Expense Ratio Comparison
BVEFX has a 0.78% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
BVEFX vs. ACIIX — Risk / Return Rank
BVEFX
ACIIX
BVEFX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Becker Value Equity Fund (BVEFX) 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.
| BVEFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.93 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.35 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.11 | -0.32 |
Martin ratioReturn relative to average drawdown | 3.73 | 4.37 | -0.64 |
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
| BVEFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.93 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.70 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.53 | 0.00 |
Correlation
The correlation between BVEFX 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
BVEFX vs. ACIIX - Dividend Comparison
BVEFX's dividend yield for the trailing twelve months is around 9.96%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Value Equity Fund | 9.96% | 9.78% | 6.31% | 11.75% | 8.46% | 12.00% | 2.41% | 2.21% | 9.17% | 5.06% | 15.31% | 8.18% |
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
BVEFX vs. ACIIX - Drawdown Comparison
The maximum BVEFX drawdown since its inception was -50.63%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for BVEFX and ACIIX.
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Drawdown Indicators
| BVEFX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -39.16% | -11.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -8.96% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -13.49% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -32.76% | -1.12% |
Current DrawdownCurrent decline from peak | -7.17% | -5.73% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -5.26% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.30% | +0.04% |
Volatility
BVEFX vs. ACIIX - Volatility Comparison
Becker Value Equity Fund (BVEFX) has a higher volatility of 3.23% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that BVEFX'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
| BVEFX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 2.76% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 6.05% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.56% | 11.61% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 10.74% | +3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 13.37% | +2.94% |