EHSTX vs. ACIIX
Compare and contrast key facts about Eaton Vance Large-Cap Value Fund (EHSTX) and American Century Equity Income Fund Class I (ACIIX).
EHSTX is managed by Eaton Vance. It was launched on Sep 23, 1931. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
EHSTX vs. ACIIX - Performance Comparison
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EHSTX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EHSTX Eaton Vance Large-Cap Value Fund | 0.60% | 12.11% | 11.25% | 7.93% | -2.80% | 24.25% | 2.29% | 30.84% | -6.96% | 14.79% |
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, EHSTX achieves a 0.60% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, EHSTX has outperformed ACIIX with an annualized return of 9.84%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
EHSTX
- 1D
- 2.17%
- 1M
- -5.87%
- YTD
- 0.60%
- 6M
- 4.82%
- 1Y
- 11.62%
- 3Y*
- 11.11%
- 5Y*
- 7.91%
- 10Y*
- 9.84%
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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EHSTX vs. ACIIX - Expense Ratio Comparison
EHSTX has a 1.01% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
EHSTX vs. ACIIX — Risk / Return Rank
EHSTX
ACIIX
EHSTX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Large-Cap Value Fund (EHSTX) 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.
| EHSTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.95 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.37 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.29 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.39 | 5.04 | -0.65 |
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
| EHSTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.95 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.71 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.67 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.53 | -0.02 |
Correlation
The correlation between EHSTX 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
EHSTX vs. ACIIX - Dividend Comparison
EHSTX's dividend yield for the trailing twelve months is around 6.05%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EHSTX Eaton Vance Large-Cap Value Fund | 6.05% | 6.12% | 4.03% | 2.93% | 4.25% | 7.32% | 1.94% | 2.76% | 10.94% | 5.88% | 1.33% | 11.02% |
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
EHSTX vs. ACIIX - Drawdown Comparison
The maximum EHSTX drawdown since its inception was -53.47%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for EHSTX and ACIIX.
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Drawdown Indicators
| EHSTX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.47% | -39.16% | -14.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -8.96% | -2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -16.44% | -13.49% | -2.95% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -32.76% | -6.54% |
Current DrawdownCurrent decline from peak | -6.30% | -4.86% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -5.26% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.32% | +0.54% |
Volatility
EHSTX vs. ACIIX - Volatility Comparison
Eaton Vance Large-Cap Value Fund (EHSTX) has a higher volatility of 4.62% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that EHSTX'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
| EHSTX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 3.01% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.60% | 6.12% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 11.62% | +4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.71% | 10.74% | +3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 13.37% | +3.90% |