EIFVX vs. ACIIX
Compare and contrast key facts about Eaton Vance Focused Value Opportunities Fund (EIFVX) and American Century Equity Income Fund Class I (ACIIX).
EIFVX is managed by Eaton Vance. It was launched on Mar 7, 2011. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
EIFVX vs. ACIIX - Performance Comparison
Loading graphics...
EIFVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIFVX Eaton Vance Focused Value Opportunities Fund | -0.14% | 10.89% | 12.44% | 8.48% | -3.31% | 23.71% | 2.23% | 37.25% | -6.15% | 20.40% |
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, EIFVX achieves a -0.14% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, EIFVX has outperformed ACIIX with an annualized return of 10.83%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
EIFVX
- 1D
- 2.36%
- 1M
- -6.73%
- YTD
- -0.14%
- 6M
- 4.32%
- 1Y
- 11.52%
- 3Y*
- 11.63%
- 5Y*
- 7.47%
- 10Y*
- 10.83%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EIFVX vs. ACIIX - Expense Ratio Comparison
EIFVX has a 0.74% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
EIFVX vs. ACIIX — Risk / Return Rank
EIFVX
ACIIX
EIFVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Focused Value Opportunities Fund (EIFVX) 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.
| EIFVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.95 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.37 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.29 | -0.22 |
Martin ratioReturn relative to average drawdown | 4.05 | 5.04 | -0.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EIFVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.95 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.71 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.67 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.53 | +0.14 |
Correlation
The correlation between EIFVX 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
EIFVX vs. ACIIX - Dividend Comparison
EIFVX's dividend yield for the trailing twelve months is around 5.59%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIFVX Eaton Vance Focused Value Opportunities Fund | 5.59% | 5.58% | 6.99% | 2.92% | 4.13% | 9.92% | 3.05% | 7.05% | 17.26% | 3.57% | 2.86% | 4.17% |
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
EIFVX vs. ACIIX - Drawdown Comparison
The maximum EIFVX drawdown since its inception was -40.64%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for EIFVX and ACIIX.
Loading graphics...
Drawdown Indicators
| EIFVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.64% | -39.16% | -1.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -8.96% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | -13.49% | -4.38% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -32.76% | -7.88% |
Current DrawdownCurrent decline from peak | -7.80% | -4.86% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -5.26% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.32% | +0.75% |
Volatility
EIFVX vs. ACIIX - Volatility Comparison
Eaton Vance Focused Value Opportunities Fund (EIFVX) has a higher volatility of 4.79% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that EIFVX'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.
Loading graphics...
Volatility by Period
| EIFVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 3.01% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.60% | 6.12% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 11.62% | +4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 10.74% | +4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 13.37% | +4.65% |