DTLVX vs. ACIIX
Compare and contrast key facts about Wilshire Large Company Value Portfolio (DTLVX) and American Century Equity Income Fund Class I (ACIIX).
DTLVX is managed by Wilshire Mutual Funds. It was launched on Sep 30, 1992. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
DTLVX vs. ACIIX - Performance Comparison
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DTLVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTLVX Wilshire Large Company Value Portfolio | -1.98% | 15.83% | 13.34% | 16.00% | -11.41% | 25.74% | -0.81% | 23.61% | -11.79% | 14.73% |
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, DTLVX achieves a -1.98% return, which is significantly lower than ACIIX's 2.73% return. Both investments have delivered pretty close results over the past 10 years, with DTLVX having a 8.69% annualized return and ACIIX not far ahead at 8.89%.
DTLVX
- 1D
- -0.23%
- 1M
- -7.09%
- YTD
- -1.98%
- 6M
- 1.58%
- 1Y
- 12.57%
- 3Y*
- 13.24%
- 5Y*
- 8.58%
- 10Y*
- 8.69%
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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DTLVX vs. ACIIX - Expense Ratio Comparison
DTLVX has a 1.30% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
DTLVX vs. ACIIX — Risk / Return Rank
DTLVX
ACIIX
DTLVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilshire Large Company Value Portfolio (DTLVX) 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.
| DTLVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.93 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.35 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.11 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.47 | 4.37 | +0.10 |
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
| DTLVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.93 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.70 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.67 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.53 | -0.13 |
Correlation
The correlation between DTLVX 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
DTLVX vs. ACIIX - Dividend Comparison
DTLVX's dividend yield for the trailing twelve months is around 10.65%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTLVX Wilshire Large Company Value Portfolio | 10.65% | 10.43% | 8.02% | 2.78% | 10.90% | 11.24% | 0.99% | 5.81% | 8.83% | 10.36% | 1.29% | 7.72% |
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
DTLVX vs. ACIIX - Drawdown Comparison
The maximum DTLVX drawdown since its inception was -63.46%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for DTLVX and ACIIX.
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Drawdown Indicators
| DTLVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.46% | -39.16% | -24.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -8.96% | -3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -13.49% | -8.65% |
Max Drawdown (10Y)Largest decline over 10 years | -42.24% | -32.76% | -9.48% |
Current DrawdownCurrent decline from peak | -7.25% | -5.73% | -1.52% |
Average DrawdownAverage peak-to-trough decline | -9.56% | -5.26% | -4.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.30% | +0.34% |
Volatility
DTLVX vs. ACIIX - Volatility Comparison
Wilshire Large Company Value Portfolio (DTLVX) has a higher volatility of 3.61% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that DTLVX'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
| DTLVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.61% | 2.76% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 6.05% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 11.61% | +4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 10.74% | +5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 13.37% | +5.29% |