DQIRX vs. ACIIX
Compare and contrast key facts about BNY Mellon Equity Income Fund (DQIRX) and American Century Equity Income Fund Class I (ACIIX).
DQIRX is managed by Dreyfus. It was launched on Jul 5, 2006. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
DQIRX vs. ACIIX - Performance Comparison
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DQIRX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 0.36% | 19.01% | 26.93% | 19.21% | -9.35% | 29.13% | 4.81% | 24.98% | -3.60% | 17.40% |
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, DQIRX achieves a 0.36% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, DQIRX has outperformed ACIIX with an annualized return of 13.15%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
DQIRX
- 1D
- 2.38%
- 1M
- -3.44%
- YTD
- 0.36%
- 6M
- 3.12%
- 1Y
- 23.47%
- 3Y*
- 20.11%
- 5Y*
- 14.03%
- 10Y*
- 13.15%
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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DQIRX vs. ACIIX - Expense Ratio Comparison
DQIRX has a 0.78% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
DQIRX vs. ACIIX — Risk / Return Rank
DQIRX
ACIIX
DQIRX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Equity Income Fund (DQIRX) 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.
| DQIRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.95 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.37 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.29 | +0.69 |
Martin ratioReturn relative to average drawdown | 10.02 | 5.04 | +4.97 |
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
| DQIRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.95 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.71 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.67 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.53 | +0.01 |
Correlation
The correlation between DQIRX and ACIIX is 0.89, 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
DQIRX vs. ACIIX - Dividend Comparison
DQIRX's dividend yield for the trailing twelve months is around 3.02%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 3.02% | 3.12% | 7.05% | 4.56% | 6.54% | 2.61% | 3.42% | 2.50% | 5.29% | 8.45% | 4.04% | 8.22% |
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
DQIRX vs. ACIIX - Drawdown Comparison
The maximum DQIRX drawdown since its inception was -50.77%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for DQIRX and ACIIX.
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Drawdown Indicators
| DQIRX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.77% | -39.16% | -11.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -8.96% | -3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -20.34% | -13.49% | -6.85% |
Max Drawdown (10Y)Largest decline over 10 years | -36.82% | -32.76% | -4.06% |
Current DrawdownCurrent decline from peak | -4.57% | -4.86% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -5.26% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.32% | +0.11% |
Volatility
DQIRX vs. ACIIX - Volatility Comparison
BNY Mellon Equity Income Fund (DQIRX) has a higher volatility of 4.41% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that DQIRX'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
| DQIRX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.01% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 6.12% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 11.62% | +5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 10.74% | +5.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 13.37% | +4.02% |