FEQIX vs. ACIIX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and American Century Equity Income Fund Class I (ACIIX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FEQIX vs. ACIIX - Performance Comparison
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FEQIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.32% | 18.96% | 15.34% | 10.62% | -5.10% | 24.49% | 6.77% | 27.90% | -8.46% | 12.80% |
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, FEQIX achieves a 1.32% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, FEQIX has outperformed ACIIX with an annualized return of 11.41%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
FEQIX
- 1D
- 0.04%
- 1M
- -6.45%
- YTD
- 1.32%
- 6M
- 5.37%
- 1Y
- 16.73%
- 3Y*
- 15.21%
- 5Y*
- 10.74%
- 10Y*
- 11.41%
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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FEQIX vs. ACIIX - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FEQIX vs. ACIIX — Risk / Return Rank
FEQIX
ACIIX
FEQIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) 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.
| FEQIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.93 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.35 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.11 | +0.38 |
Martin ratioReturn relative to average drawdown | 7.32 | 4.37 | +2.95 |
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
| FEQIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.93 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.70 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.53 | -0.03 |
Correlation
The correlation between FEQIX and ACIIX is 0.92, 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
FEQIX vs. ACIIX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 4.91%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 4.91% | 4.67% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.29% | 4.28% | 12.17% |
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
FEQIX vs. ACIIX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.38%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FEQIX and ACIIX.
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Drawdown Indicators
| FEQIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.38% | -39.16% | -23.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -8.96% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -17.20% | -13.49% | -3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.12% | -32.76% | -0.36% |
Current DrawdownCurrent decline from peak | -6.45% | -5.73% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -5.26% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.30% | -0.05% |
Volatility
FEQIX vs. ACIIX - Volatility Comparison
Fidelity Equity-Income Fund (FEQIX) has a higher volatility of 3.33% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that FEQIX'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
| FEQIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.76% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 6.05% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 11.61% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 10.74% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 13.37% | +2.12% |