FGRIX vs. ACIIX
Compare and contrast key facts about Fidelity Growth & Income Portfolio (FGRIX) and American Century Equity Income Fund Class I (ACIIX).
FGRIX is managed by Fidelity. It was launched on Dec 30, 1985. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FGRIX vs. ACIIX - Performance Comparison
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FGRIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | -0.48% | 21.59% | 22.10% | 18.63% | -4.98% | 25.84% | 7.98% | 30.22% | -8.94% | 16.88% |
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, FGRIX achieves a -0.48% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, FGRIX has outperformed ACIIX with an annualized return of 13.81%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
FGRIX
- 1D
- 2.61%
- 1M
- -4.82%
- YTD
- -0.48%
- 6M
- 3.14%
- 1Y
- 20.96%
- 3Y*
- 18.64%
- 5Y*
- 13.19%
- 10Y*
- 13.81%
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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FGRIX vs. ACIIX - Expense Ratio Comparison
FGRIX has a 0.57% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FGRIX vs. ACIIX — Risk / Return Rank
FGRIX
ACIIX
FGRIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio (FGRIX) 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.
| FGRIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.95 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.37 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.29 | +0.54 |
Martin ratioReturn relative to average drawdown | 8.41 | 5.04 | +3.36 |
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
| FGRIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.95 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.71 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.67 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.53 | +0.05 |
Correlation
The correlation between FGRIX and ACIIX is 0.87, 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
FGRIX vs. ACIIX - Dividend Comparison
FGRIX's dividend yield for the trailing twelve months is around 9.83%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | 9.83% | 9.78% | 6.80% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.08% |
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
FGRIX vs. ACIIX - Drawdown Comparison
The maximum FGRIX drawdown since its inception was -67.10%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FGRIX and ACIIX.
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Drawdown Indicators
| FGRIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.10% | -39.16% | -27.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -8.96% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -13.49% | -5.77% |
Max Drawdown (10Y)Largest decline over 10 years | -35.62% | -32.76% | -2.86% |
Current DrawdownCurrent decline from peak | -5.95% | -4.86% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -5.26% | -4.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.32% | +0.29% |
Volatility
FGRIX vs. ACIIX - Volatility Comparison
Fidelity Growth & Income Portfolio (FGRIX) has a higher volatility of 4.73% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that FGRIX'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
| FGRIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 3.01% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 6.12% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.49% | 11.62% | +4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.58% | 10.74% | +4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 13.37% | +4.11% |