CDDYX vs. ACIIX
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and American Century Equity Income Fund Class I (ACIIX).
CDDYX is managed by Columbia. It was launched on Nov 8, 2012. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
CDDYX vs. ACIIX - Performance Comparison
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CDDYX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
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, CDDYX achieves a 3.28% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, CDDYX has outperformed ACIIX with an annualized return of 12.31%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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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CDDYX vs. ACIIX - Expense Ratio Comparison
CDDYX has a 0.55% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
CDDYX vs. ACIIX — Risk / Return Rank
CDDYX
ACIIX
CDDYX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) 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.
| CDDYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.95 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.37 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.29 | +0.49 |
Martin ratioReturn relative to average drawdown | 8.25 | 5.04 | +3.20 |
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
| CDDYX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.95 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.71 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.67 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.53 | +0.33 |
Correlation
The correlation between CDDYX and ACIIX is 0.94, 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
CDDYX vs. ACIIX - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 5.21%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
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
CDDYX vs. ACIIX - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for CDDYX and ACIIX.
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Drawdown Indicators
| CDDYX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.74% | -39.16% | +6.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -8.96% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -13.49% | -3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -32.74% | -32.76% | +0.02% |
Current DrawdownCurrent decline from peak | -3.95% | -4.86% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -5.26% | +2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.32% | -0.13% |
Volatility
CDDYX vs. ACIIX - Volatility Comparison
Columbia Dividend Income Fund Institutional 3 Class (CDDYX) has a higher volatility of 3.45% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that CDDYX'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
| CDDYX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 3.01% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 6.12% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.67% | 11.62% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 10.74% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 13.37% | +2.31% |