DGEFX vs. ACIIX
Compare and contrast key facts about Destinations Equity Income Fund (DGEFX) and American Century Equity Income Fund Class I (ACIIX).
DGEFX is managed by Destinations Funds. It was launched on Mar 20, 2017. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
DGEFX vs. ACIIX - Performance Comparison
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DGEFX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGEFX Destinations Equity Income Fund | 3.45% | 18.95% | 13.27% | 5.11% | -1.12% | 22.41% | -4.09% | 21.80% | -5.48% | 8.87% |
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% | 8.87% |
Returns By Period
In the year-to-date period, DGEFX achieves a 3.45% return, which is significantly higher than ACIIX's 2.73% return.
DGEFX
- 1D
- 0.23%
- 1M
- -6.07%
- YTD
- 3.45%
- 6M
- 6.63%
- 1Y
- 17.61%
- 3Y*
- 13.60%
- 5Y*
- 10.22%
- 10Y*
- —
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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DGEFX vs. ACIIX - Expense Ratio Comparison
DGEFX has a 0.92% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
DGEFX vs. ACIIX — Risk / Return Rank
DGEFX
ACIIX
DGEFX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destinations Equity Income Fund (DGEFX) 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.
| DGEFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.93 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.35 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.11 | +0.40 |
Martin ratioReturn relative to average drawdown | 7.19 | 4.37 | +2.82 |
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
| DGEFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.93 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.70 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.53 | +0.07 |
Correlation
The correlation between DGEFX and ACIIX is 0.90, 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
DGEFX vs. ACIIX - Dividend Comparison
DGEFX's dividend yield for the trailing twelve months is around 8.69%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGEFX Destinations Equity Income Fund | 8.69% | 8.57% | 2.70% | 3.91% | 4.69% | 2.87% | 4.43% | 3.76% | 7.05% | 2.79% | 0.00% | 0.00% |
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
DGEFX vs. ACIIX - Drawdown Comparison
The maximum DGEFX drawdown since its inception was -36.34%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for DGEFX and ACIIX.
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Drawdown Indicators
| DGEFX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.34% | -39.16% | +2.82% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -8.96% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -17.18% | -13.49% | -3.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.76% | — |
Current DrawdownCurrent decline from peak | -6.07% | -5.73% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -5.26% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.30% | +0.01% |
Volatility
DGEFX vs. ACIIX - Volatility Comparison
Destinations Equity Income Fund (DGEFX) has a higher volatility of 3.55% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that DGEFX'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
| DGEFX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 2.76% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 6.05% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.14% | 11.61% | +2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.46% | 10.74% | +1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.63% | 13.37% | +1.26% |