FSTKX vs. ACIIX
Compare and contrast key facts about Federated Hermes MDT Large Cap Value Fund (FSTKX) and American Century Equity Income Fund Class I (ACIIX).
FSTKX is managed by Federated. It was launched on Mar 31, 1982. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FSTKX vs. ACIIX - Performance Comparison
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FSTKX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTKX Federated Hermes MDT Large Cap Value Fund | -0.81% | 19.44% | 22.43% | 12.57% | -4.80% | 28.37% | 6.05% | 20.68% | -7.48% | 14.04% |
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, FSTKX achieves a -0.81% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, FSTKX has outperformed ACIIX with an annualized return of 11.77%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
FSTKX
- 1D
- -1.46%
- 1M
- -6.09%
- YTD
- -0.81%
- 6M
- 3.76%
- 1Y
- 15.87%
- 3Y*
- 17.39%
- 5Y*
- 12.54%
- 10Y*
- 11.77%
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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FSTKX vs. ACIIX - Expense Ratio Comparison
FSTKX has a 0.99% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
FSTKX vs. ACIIX — Risk / Return Rank
FSTKX
ACIIX
FSTKX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Value Fund (FSTKX) 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.
| FSTKX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.93 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.35 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.11 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.12 | 4.37 | -0.25 |
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
| FSTKX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.93 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.70 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.09 |
Correlation
The correlation between FSTKX 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
FSTKX vs. ACIIX - Dividend Comparison
FSTKX's dividend yield for the trailing twelve months is around 6.31%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTKX Federated Hermes MDT Large Cap Value Fund | 6.31% | 6.28% | 15.06% | 1.86% | 14.38% | 18.45% | 1.29% | 2.63% | 10.03% | 10.01% | 5.12% | 9.24% |
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
FSTKX vs. ACIIX - Drawdown Comparison
The maximum FSTKX drawdown since its inception was -53.21%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FSTKX and ACIIX.
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Drawdown Indicators
| FSTKX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.21% | -39.16% | -14.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -8.96% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -13.49% | -8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -38.58% | -32.76% | -5.82% |
Current DrawdownCurrent decline from peak | -6.15% | -5.73% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -5.26% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.30% | +1.01% |
Volatility
FSTKX vs. ACIIX - Volatility Comparison
Federated Hermes MDT Large Cap Value Fund (FSTKX) has a higher volatility of 3.33% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that FSTKX'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
| FSTKX | 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 | 8.53% | 6.05% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.68% | 11.61% | +7.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 10.74% | +7.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 13.37% | +5.46% |