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GABBX vs. ACIIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GABBX vs. ACIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gabelli Dividend Growth Fund (GABBX) and American Century Equity Income Fund Class I (ACIIX). The values are adjusted to include any dividend payments, if applicable.

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GABBX vs. ACIIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GABBX
Gabelli Dividend Growth Fund
0.00%17.41%10.13%7.61%-9.62%20.18%5.09%26.43%-10.90%12.10%
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

Over the past 10 years, GABBX has underperformed ACIIX with an annualized return of 8.41%, while ACIIX has yielded a comparatively higher 8.89% annualized return.


GABBX

1D
-0.28%
1M
-7.15%
YTD
0.00%
6M
4.77%
1Y
15.97%
3Y*
10.81%
5Y*
6.46%
10Y*
8.41%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GABBX vs. ACIIX - Expense Ratio Comparison

GABBX has a 2.00% expense ratio, which is higher than ACIIX's 0.72% expense ratio.


Return for Risk

GABBX vs. ACIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GABBX
GABBX Risk / Return Rank: 5858
Overall Rank
GABBX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
GABBX Sortino Ratio Rank: 6363
Sortino Ratio Rank
GABBX Omega Ratio Rank: 5757
Omega Ratio Rank
GABBX Calmar Ratio Rank: 5454
Calmar Ratio Rank
GABBX Martin Ratio Rank: 5959
Martin Ratio Rank

ACIIX
ACIIX Risk / Return Rank: 4545
Overall Rank
ACIIX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
ACIIX Sortino Ratio Rank: 4747
Sortino Ratio Rank
ACIIX Omega Ratio Rank: 4444
Omega Ratio Rank
ACIIX Calmar Ratio Rank: 4444
Calmar Ratio Rank
ACIIX Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GABBX vs. ACIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli Dividend Growth Fund (GABBX) 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.


GABBXACIIXDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.93

+0.14

Sortino ratio

Return per unit of downside risk

1.59

1.35

+0.25

Omega ratio

Gain probability vs. loss probability

1.22

1.19

+0.03

Calmar ratio

Return relative to maximum drawdown

1.29

1.11

+0.19

Martin ratio

Return relative to average drawdown

5.67

4.37

+1.30

GABBX vs. ACIIX - Sharpe Ratio Comparison

The current GABBX Sharpe Ratio is 1.06, which is comparable to the ACIIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of GABBX and ACIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GABBXACIIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.93

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.70

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.67

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.53

-0.21

Correlation

The correlation between GABBX 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

GABBX vs. ACIIX - Dividend Comparison

GABBX's dividend yield for the trailing twelve months is around 12.62%, more than ACIIX's 10.28% yield.


TTM20252024202320222021202020192018201720162015
GABBX
Gabelli Dividend Growth Fund
12.62%12.62%12.57%1.43%1.71%11.25%2.90%4.42%11.77%16.73%5.97%3.35%
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

GABBX vs. ACIIX - Drawdown Comparison

The maximum GABBX drawdown since its inception was -60.85%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for GABBX and ACIIX.


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Drawdown Indicators


GABBXACIIXDifference

Max Drawdown

Largest peak-to-trough decline

-60.85%

-39.16%

-21.69%

Max Drawdown (1Y)

Largest decline over 1 year

-11.61%

-8.96%

-2.65%

Max Drawdown (5Y)

Largest decline over 5 years

-21.42%

-13.49%

-7.93%

Max Drawdown (10Y)

Largest decline over 10 years

-38.64%

-32.76%

-5.88%

Current Drawdown

Current decline from peak

-7.35%

-5.73%

-1.62%

Average Drawdown

Average peak-to-trough decline

-11.20%

-5.26%

-5.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.65%

2.30%

+0.35%

Volatility

GABBX vs. ACIIX - Volatility Comparison

Gabelli Dividend Growth Fund (GABBX) has a higher volatility of 3.89% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that GABBX'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


GABBXACIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.89%

2.76%

+1.13%

Volatility (6M)

Calculated over the trailing 6-month period

8.79%

6.05%

+2.74%

Volatility (1Y)

Calculated over the trailing 1-year period

15.84%

11.61%

+4.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.52%

10.74%

+3.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.35%

13.37%

+3.98%