CAMOX vs. ACIIX
Compare and contrast key facts about Cambiar Opportunity Portfolio (CAMOX) and American Century Equity Income Fund Class I (ACIIX).
CAMOX is managed by Cambiar Funds. It was launched on Jun 30, 1998. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
CAMOX vs. ACIIX - Performance Comparison
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CAMOX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMOX Cambiar Opportunity Portfolio | -1.81% | 13.51% | 14.39% | 16.84% | -6.99% | 20.87% | 16.61% | 32.89% | -13.45% | 14.86% |
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, CAMOX achieves a -1.81% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, CAMOX has outperformed ACIIX with an annualized return of 11.47%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
CAMOX
- 1D
- -0.60%
- 1M
- -9.28%
- YTD
- -1.81%
- 6M
- 3.50%
- 1Y
- 11.01%
- 3Y*
- 13.50%
- 5Y*
- 8.64%
- 10Y*
- 11.47%
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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CAMOX vs. ACIIX - Expense Ratio Comparison
CAMOX has a 0.85% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
CAMOX vs. ACIIX — Risk / Return Rank
CAMOX
ACIIX
CAMOX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Opportunity Portfolio (CAMOX) 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.
| CAMOX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.93 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.35 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.11 | -0.16 |
Martin ratioReturn relative to average drawdown | 3.46 | 4.37 | -0.91 |
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
| CAMOX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.93 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.70 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Correlation
The correlation between CAMOX and ACIIX is 0.86, 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
CAMOX vs. ACIIX - Dividend Comparison
CAMOX's dividend yield for the trailing twelve months is around 22.94%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMOX Cambiar Opportunity Portfolio | 22.94% | 22.53% | 8.98% | 9.06% | 6.05% | 7.62% | 4.01% | 9.56% | 13.12% | 13.91% | 8.21% | 13.23% |
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
CAMOX vs. ACIIX - Drawdown Comparison
The maximum CAMOX drawdown since its inception was -59.14%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for CAMOX and ACIIX.
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Drawdown Indicators
| CAMOX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.14% | -39.16% | -19.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -8.96% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -18.61% | -13.49% | -5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.18% | -32.76% | -1.42% |
Current DrawdownCurrent decline from peak | -10.29% | -5.73% | -4.56% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -5.26% | -2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.30% | +0.71% |
Volatility
CAMOX vs. ACIIX - Volatility Comparison
Cambiar Opportunity Portfolio (CAMOX) has a higher volatility of 4.42% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that CAMOX'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
| CAMOX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 2.76% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 6.05% | +2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.46% | 11.61% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 10.74% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 13.37% | +4.25% |