DHLAX vs. ACIIX
Compare and contrast key facts about Diamond Hill Large Cap Fund (DHLAX) and American Century Equity Income Fund Class I (ACIIX).
DHLAX is managed by Diamond Hill. It was launched on Jun 29, 2001. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
DHLAX vs. ACIIX - Performance Comparison
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DHLAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | -2.50% | 5.34% | 22.53% | 13.36% | -13.67% | 25.40% | 8.63% | 31.84% | -9.89% | 19.93% |
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, DHLAX achieves a -2.50% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, DHLAX has outperformed ACIIX with an annualized return of 10.37%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
DHLAX
- 1D
- 1.66%
- 1M
- -6.08%
- YTD
- -2.50%
- 6M
- -1.21%
- 1Y
- 1.48%
- 3Y*
- 12.87%
- 5Y*
- 6.75%
- 10Y*
- 10.37%
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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DHLAX vs. ACIIX - Expense Ratio Comparison
DHLAX has a 0.96% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
DHLAX vs. ACIIX — Risk / Return Rank
DHLAX
ACIIX
DHLAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Large Cap Fund (DHLAX) 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.
| DHLAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.95 | -0.86 |
Sortino ratioReturn per unit of downside risk | 0.24 | 1.37 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.19 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.29 | -1.07 |
Martin ratioReturn relative to average drawdown | 0.74 | 5.04 | -4.30 |
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
| DHLAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.95 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.71 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.67 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.53 | -0.08 |
Correlation
The correlation between DHLAX 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
DHLAX vs. ACIIX - Dividend Comparison
DHLAX's dividend yield for the trailing twelve months is around 6.21%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | 6.21% | 6.05% | 19.46% | 3.07% | 6.34% | 7.28% | 3.01% | 4.50% | 4.28% | 4.53% | 6.30% | 4.79% |
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
DHLAX vs. ACIIX - Drawdown Comparison
The maximum DHLAX drawdown since its inception was -52.68%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for DHLAX and ACIIX.
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Drawdown Indicators
| DHLAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.68% | -39.16% | -13.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -8.96% | -2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -13.49% | -9.87% |
Max Drawdown (10Y)Largest decline over 10 years | -38.92% | -32.76% | -6.16% |
Current DrawdownCurrent decline from peak | -6.75% | -4.86% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -5.26% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.32% | +1.17% |
Volatility
DHLAX vs. ACIIX - Volatility Comparison
Diamond Hill Large Cap Fund (DHLAX) has a higher volatility of 3.79% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that DHLAX'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
| DHLAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.01% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 6.12% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.51% | 11.62% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 10.74% | +5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 13.37% | +4.96% |