CFLGX vs. ACIIX
Compare and contrast key facts about ClearBridge Tactical Dividend Income Fund (CFLGX) and American Century Equity Income Fund Class I (ACIIX).
CFLGX is managed by Franklin Templeton. It was launched on Oct 19, 1990. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
CFLGX vs. ACIIX - Performance Comparison
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CFLGX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFLGX ClearBridge Tactical Dividend Income Fund | -0.36% | 4.21% | 19.62% | 19.36% | -10.34% | 25.71% | 0.32% | 30.94% | -6.04% | 6.69% |
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, CFLGX achieves a -0.36% return, which is significantly lower than ACIIX's 2.73% return. Both investments have delivered pretty close results over the past 10 years, with CFLGX having a 9.25% annualized return and ACIIX not far behind at 8.89%.
CFLGX
- 1D
- -0.48%
- 1M
- -6.27%
- YTD
- -0.36%
- 6M
- 0.55%
- 1Y
- 6.45%
- 3Y*
- 12.30%
- 5Y*
- 9.65%
- 10Y*
- 9.25%
ACIIX
- 1D
- 0.00%
- 1M
- -5.52%
- YTD
- 2.73%
- 6M
- 4.73%
- 1Y
- 10.43%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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CFLGX vs. ACIIX - Expense Ratio Comparison
CFLGX has a 1.44% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
CFLGX vs. ACIIX — Risk / Return Rank
CFLGX
ACIIX
CFLGX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Tactical Dividend Income Fund (CFLGX) 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.
| CFLGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.93 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.35 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.11 | -0.64 |
Martin ratioReturn relative to average drawdown | 2.16 | 4.37 | -2.20 |
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
| CFLGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.93 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.70 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.67 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.53 | -0.13 |
Correlation
The correlation between CFLGX and ACIIX is 0.81, 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
CFLGX vs. ACIIX - Dividend Comparison
CFLGX's dividend yield for the trailing twelve months is around 3.63%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFLGX ClearBridge Tactical Dividend Income Fund | 3.63% | 4.38% | 3.14% | 3.61% | 4.15% | 3.62% | 4.47% | 4.17% | 5.20% | 4.89% | 5.15% | 6.13% |
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
CFLGX vs. ACIIX - Drawdown Comparison
The maximum CFLGX drawdown since its inception was -61.49%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for CFLGX and ACIIX.
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Drawdown Indicators
| CFLGX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.49% | -39.16% | -22.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -8.96% | -3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -13.49% | -4.90% |
Max Drawdown (10Y)Largest decline over 10 years | -42.07% | -32.76% | -9.31% |
Current DrawdownCurrent decline from peak | -6.56% | -5.73% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -15.56% | -5.26% | -10.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.30% | +0.40% |
Volatility
CFLGX vs. ACIIX - Volatility Comparison
ClearBridge Tactical Dividend Income Fund (CFLGX) has a higher volatility of 3.26% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that CFLGX'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
| CFLGX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 2.76% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.30% | 6.05% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 11.61% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 10.74% | +3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 13.37% | +3.07% |