EQNIX vs. ACIIX
Compare and contrast key facts about MFS Equity Income Fund (EQNIX) and American Century Equity Income Fund Class I (ACIIX).
EQNIX is managed by MFS. It was launched on Sep 27, 2012. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
EQNIX vs. ACIIX - Performance Comparison
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EQNIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 0.37% | 16.90% | 12.89% | 16.23% | -6.97% | 26.35% | 8.59% | 25.72% | -7.55% | 19.34% |
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, EQNIX achieves a 0.37% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, EQNIX has outperformed ACIIX with an annualized return of 11.47%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
EQNIX
- 1D
- -0.14%
- 1M
- -6.92%
- YTD
- 0.37%
- 6M
- 2.65%
- 1Y
- 16.88%
- 3Y*
- 14.50%
- 5Y*
- 10.67%
- 10Y*
- 11.47%
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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EQNIX vs. ACIIX - Expense Ratio Comparison
EQNIX has a 0.64% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
EQNIX vs. ACIIX — Risk / Return Rank
EQNIX
ACIIX
EQNIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Equity Income Fund (EQNIX) 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.
| EQNIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.93 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.35 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.11 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.78 | 4.37 | +1.42 |
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
| EQNIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.93 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.53 | +0.18 |
Correlation
The correlation between EQNIX 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
EQNIX vs. ACIIX - Dividend Comparison
EQNIX's dividend yield for the trailing twelve months is around 12.13%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 12.13% | 12.17% | 6.60% | 4.05% | 6.24% | 8.38% | 3.71% | 2.29% | 7.27% | 4.75% | 2.42% | 2.89% |
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
EQNIX vs. ACIIX - Drawdown Comparison
The maximum EQNIX drawdown since its inception was -36.60%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for EQNIX and ACIIX.
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Drawdown Indicators
| EQNIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.60% | -39.16% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -8.96% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -13.49% | -5.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -32.76% | -3.84% |
Current DrawdownCurrent decline from peak | -7.94% | -5.73% | -2.21% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -5.26% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.30% | +0.48% |
Volatility
EQNIX vs. ACIIX - Volatility Comparison
MFS Equity Income Fund (EQNIX) has a higher volatility of 4.40% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that EQNIX'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
| EQNIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 2.76% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 6.05% | +2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 11.61% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.86% | 10.74% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 13.37% | +3.74% |