FEQTX vs. ACIIX
Compare and contrast key facts about Fidelity Equity Dividend Income Fund (FEQTX) and American Century Equity Income Fund Class I (ACIIX).
FEQTX is managed by Fidelity. It was launched on Aug 21, 1990. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FEQTX vs. ACIIX - Performance Comparison
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FEQTX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEQTX Fidelity Equity Dividend Income Fund | 2.26% | 7.29% | 12.48% | 11.61% | -1.05% | 22.26% | 1.84% | 27.33% | -9.31% | 13.24% |
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, FEQTX achieves a 2.26% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, FEQTX has outperformed ACIIX with an annualized return of 9.69%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
FEQTX
- 1D
- 1.64%
- 1M
- -5.45%
- YTD
- 2.26%
- 6M
- 0.89%
- 1Y
- 6.20%
- 3Y*
- 10.81%
- 5Y*
- 8.53%
- 10Y*
- 9.69%
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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FEQTX vs. ACIIX - Expense Ratio Comparison
FEQTX has a 0.58% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FEQTX vs. ACIIX — Risk / Return Rank
FEQTX
ACIIX
FEQTX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity Dividend Income Fund (FEQTX) 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.
| FEQTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.95 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.37 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.19 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.29 | -0.75 |
Martin ratioReturn relative to average drawdown | 1.95 | 5.04 | -3.10 |
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
| FEQTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.95 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.71 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.67 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.53 | +0.02 |
Correlation
The correlation between FEQTX and ACIIX is 0.91, 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
FEQTX vs. ACIIX - Dividend Comparison
FEQTX's dividend yield for the trailing twelve months is around 1.55%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQTX Fidelity Equity Dividend Income Fund | 1.55% | 1.59% | 8.39% | 5.22% | 7.65% | 11.52% | 2.43% | 8.39% | 14.31% | 9.40% | 6.12% | 5.98% |
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
FEQTX vs. ACIIX - Drawdown Comparison
The maximum FEQTX drawdown since its inception was -60.86%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FEQTX and ACIIX.
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Drawdown Indicators
| FEQTX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.86% | -39.16% | -21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -8.96% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -16.12% | -13.49% | -2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -32.76% | -6.40% |
Current DrawdownCurrent decline from peak | -5.71% | -4.86% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -5.26% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.32% | +0.71% |
Volatility
FEQTX vs. ACIIX - Volatility Comparison
Fidelity Equity Dividend Income Fund (FEQTX) has a higher volatility of 3.74% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that FEQTX'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
| FEQTX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.01% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 6.12% | +3.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 11.62% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.76% | 10.74% | +3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 13.37% | +3.23% |