CVFCX vs. ACIIX
Compare and contrast key facts about Pioneer Disciplined Value Fund (CVFCX) and American Century Equity Income Fund Class I (ACIIX).
CVFCX is managed by Amundi. It was launched on Dec 15, 2005. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
CVFCX vs. ACIIX - Performance Comparison
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CVFCX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 0.43% | 17.37% | 12.11% | 8.19% | -9.69% | 27.72% | 5.64% | 29.54% | -13.17% | 21.67% |
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, CVFCX achieves a 0.43% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, CVFCX has outperformed ACIIX with an annualized return of 10.46%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
CVFCX
- 1D
- 0.12%
- 1M
- -5.17%
- YTD
- 0.43%
- 6M
- 4.31%
- 1Y
- 14.52%
- 3Y*
- 11.80%
- 5Y*
- 8.42%
- 10Y*
- 10.46%
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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CVFCX vs. ACIIX - Expense Ratio Comparison
CVFCX has a 0.91% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
CVFCX vs. ACIIX — Risk / Return Rank
CVFCX
ACIIX
CVFCX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Value Fund (CVFCX) 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.
| CVFCX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.93 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.35 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.11 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.36 | 4.37 | -0.01 |
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
| CVFCX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.93 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.67 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.53 | -0.11 |
Correlation
The correlation between CVFCX and ACIIX is 0.91, 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
CVFCX vs. ACIIX - Dividend Comparison
CVFCX's dividend yield for the trailing twelve months is around 5.83%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 5.83% | 5.85% | 4.65% | 2.14% | 12.02% | 23.77% | 1.25% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% |
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
CVFCX vs. ACIIX - Drawdown Comparison
The maximum CVFCX drawdown since its inception was -55.99%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for CVFCX and ACIIX.
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Drawdown Indicators
| CVFCX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.99% | -39.16% | -16.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -8.96% | -3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -13.49% | -10.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -32.76% | -2.56% |
Current DrawdownCurrent decline from peak | -7.16% | -5.73% | -1.43% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -5.26% | -5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.30% | +0.84% |
Volatility
CVFCX vs. ACIIX - Volatility Comparison
Pioneer Disciplined Value Fund (CVFCX) has a higher volatility of 3.15% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that CVFCX'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
| CVFCX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 2.76% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.70% | 6.05% | +2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 11.61% | +5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.99% | 10.74% | +5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 13.37% | +4.47% |