EGFIX vs. ACIHX
EGFIX (Edgewood Growth Fund) and ACIHX (American Century Growth Fund G Class) are both Large Cap Growth Equities funds. Over the past 3 years, EGFIX returned 9.61%/yr vs 19.76%/yr for ACIHX. Their correlation of 0.89 suggests significant overlap in exposure. EGFIX charges 1.00%/yr vs 0.01%/yr for ACIHX.
Performance
EGFIX vs. ACIHX - Performance Comparison
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Returns By Period
In the year-to-date period, EGFIX achieves a -2.62% return, which is significantly lower than ACIHX's 6.08% return.
EGFIX
- 1D
- 0.22%
- 1M
- 2.49%
- 6M
- -3.21%
- YTD
- -2.62%
- 1Y
- -1.99%
- 3Y*
- 9.61%
- 5Y*
- 1.15%
- 10Y*
- 13.29%
ACIHX
- 1D
- 0.50%
- 1M
- 1.25%
- 6M
- 6.81%
- YTD
- 6.08%
- 1Y
- 17.50%
- 3Y*
- 19.76%
- 5Y*
- —
- 10Y*
- —
EGFIX vs. ACIHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | -2.62% | 7.44% | 18.38% | 39.74% | -8.01% |
ACIHX American Century Growth Fund G Class | 6.08% | 16.26% | 27.35% | 44.64% | -6.24% |
Correlation
The correlation between EGFIX and ACIHX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since May 16, 2022 | 0.89 |
The correlation between EGFIX and ACIHX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
EGFIX vs. ACIHX — Risk / Return Rank
EGFIX
ACIHX
EGFIX vs. ACIHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and American Century Growth Fund G Class (ACIHX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EGFIX | ACIHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.19 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.09 | -1.19 |
| Martin ratioReturn relative to average drawdown | -0.25 | 3.45 | -3.70 |
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Drawdowns
EGFIX vs. ACIHX - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -52.01%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for EGFIX and ACIHX.
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Drawdown Indicators
| EGFIX | ACIHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.01% | -24.00% | -28.01% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -16.40% | -1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -30.15% | -24.00% | -6.15% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | — | — |
Current DrawdownCurrent decline from peak | -11.92% | -3.13% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -10.99% | -4.88% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 5.16% | +2.16% |
Volatility
EGFIX vs. ACIHX - Volatility Comparison
The current volatility for Edgewood Growth Fund (EGFIX) is 5.16%, while American Century Growth Fund G Class (ACIHX) has a volatility of 5.73%. This indicates that EGFIX experiences smaller price fluctuations and is considered to be less risky than ACIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGFIX | ACIHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 5.73% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 15.03% | 13.47% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 16.86% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.34% | 21.06% | +4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.57% | 21.06% | +2.51% |
EGFIX vs. ACIHX - Expense Ratio Comparison
EGFIX has a 1.00% expense ratio, which is higher than ACIHX's 0.01% expense ratio.
Dividends
EGFIX vs. ACIHX - Dividend Comparison
EGFIX's dividend yield for the trailing twelve months is around 883.64%, more than ACIHX's 15.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACIHX American Century Growth Fund G Class | 15.03% | 15.95% | 5.65% | 4.61% | 2.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EGFIX Edgewood Growth Fund | 883.64% | 49.54% | 17.57% | 0.00% | 15.16% | 5.77% | 5.79% | 0.28% | 4.96% | 1.30% | 2.15% | 3.26% |
Frequently Asked Questions
EGFIX and ACIHX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACIHX has higher volatility (5.73%) compared to EGFIX (5.16%). In terms of maximum drawdown, EGFIX dropped -52.01% vs ACIHX's -24.00%.
ACIHX currently has the higher Sharpe Ratio (1.06 vs -0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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