FEIKX vs. ACIIX
Compare and contrast key facts about Fidelity Equity-Income Fund Class K (FEIKX) and American Century Equity Income Fund Class I (ACIIX).
FEIKX is managed by Fidelity. It was launched on May 9, 2008. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FEIKX vs. ACIIX - Performance Comparison
Loading graphics...
FEIKX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 3.22% | 19.05% | 15.42% | 10.72% | -5.02% | 24.61% | 6.86% | 28.02% | -8.38% | 12.88% |
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, FEIKX achieves a 3.22% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, FEIKX has outperformed ACIIX with an annualized return of 11.72%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
FEIKX
- 1D
- 1.86%
- 1M
- -4.54%
- YTD
- 3.22%
- 6M
- 7.13%
- 1Y
- 18.94%
- 3Y*
- 16.00%
- 5Y*
- 11.03%
- 10Y*
- 11.72%
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.
FEIKX vs. ACIIX - Expense Ratio Comparison
FEIKX has a 0.49% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FEIKX vs. ACIIX — Risk / Return Rank
FEIKX
ACIIX
FEIKX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund Class K (FEIKX) 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.
| FEIKX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.95 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.37 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.29 | +0.40 |
Martin ratioReturn relative to average drawdown | 8.25 | 5.04 | +3.21 |
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
| FEIKX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.95 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.71 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.67 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.53 | -0.11 |
Correlation
The correlation between FEIKX and ACIIX is 0.94, 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
FEIKX vs. ACIIX - Dividend Comparison
FEIKX's dividend yield for the trailing twelve months is around 4.89%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 4.89% | 4.74% | 5.60% | 4.35% | 4.65% | 9.99% | 3.46% | 7.26% | 9.87% | 6.37% | 4.40% | 12.30% |
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
FEIKX vs. ACIIX - Drawdown Comparison
The maximum FEIKX drawdown since its inception was -57.64%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FEIKX and ACIIX.
Loading graphics...
Drawdown Indicators
| FEIKX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -39.16% | -18.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -8.96% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -13.49% | -3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -32.76% | -0.35% |
Current DrawdownCurrent decline from peak | -4.71% | -4.86% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -5.26% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.32% | -0.06% |
Volatility
FEIKX vs. ACIIX - Volatility Comparison
Fidelity Equity-Income Fund Class K (FEIKX) has a higher volatility of 3.97% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that FEIKX'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
| FEIKX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 3.01% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 6.12% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 11.62% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.49% | 10.74% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 13.37% | +2.13% |