HDCTX vs. TWEIX
Compare and contrast key facts about Rational Equity Armor Fund (HDCTX) and American Century Equity Income Fund (TWEIX).
HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
HDCTX vs. TWEIX - Performance Comparison
Loading graphics...
HDCTX vs. TWEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDCTX Rational Equity Armor Fund | -2.29% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
TWEIX American Century Equity Income Fund | 2.58% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, HDCTX achieves a -2.29% return, which is significantly lower than TWEIX's 2.58% return. Over the past 10 years, HDCTX has underperformed TWEIX with an annualized return of 4.36%, while TWEIX has yielded a comparatively higher 8.66% annualized return.
HDCTX
- 1D
- -0.54%
- 1M
- -4.07%
- YTD
- -2.29%
- 6M
- -2.29%
- 1Y
- 12.17%
- 3Y*
- 10.69%
- 5Y*
- 5.11%
- 10Y*
- 4.36%
TWEIX
- 1D
- -0.12%
- 1M
- -5.77%
- YTD
- 2.58%
- 6M
- 4.41%
- 1Y
- 9.60%
- 3Y*
- 9.46%
- 5Y*
- 7.27%
- 10Y*
- 8.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HDCTX vs. TWEIX - Expense Ratio Comparison
HDCTX has a 1.17% expense ratio, which is higher than TWEIX's 0.94% expense ratio.
Return for Risk
HDCTX vs. TWEIX — Risk / Return Rank
HDCTX
TWEIX
HDCTX vs. TWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational Equity Armor Fund (HDCTX) and American Century Equity Income Fund (TWEIX). 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.
| HDCTX | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.91 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.33 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.07 | +0.56 |
Martin ratioReturn relative to average drawdown | 4.43 | 4.18 | +0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HDCTX | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.91 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.68 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.65 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.75 | -0.39 |
Correlation
The correlation between HDCTX and TWEIX is 0.81, 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
HDCTX vs. TWEIX - Dividend Comparison
HDCTX's dividend yield for the trailing twelve months is around 0.12%, less than TWEIX's 10.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
TWEIX American Century Equity Income Fund | 10.11% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
HDCTX vs. TWEIX - Drawdown Comparison
The maximum HDCTX drawdown since its inception was -59.05%, which is greater than TWEIX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for HDCTX and TWEIX.
Loading graphics...
Drawdown Indicators
| HDCTX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -39.30% | -19.75% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -8.86% | +1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -13.69% | -4.53% |
Max Drawdown (10Y)Largest decline over 10 years | -19.43% | -32.82% | +13.39% |
Current DrawdownCurrent decline from peak | -6.95% | -5.77% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -6.45% | -4.17% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.33% | +0.23% |
Volatility
HDCTX vs. TWEIX - Volatility Comparison
The current volatility for Rational Equity Armor Fund (HDCTX) is 1.82%, while American Century Equity Income Fund (TWEIX) has a volatility of 2.79%. This indicates that HDCTX experiences smaller price fluctuations and is considered to be less risky than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HDCTX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 2.79% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 6.06% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.05% | 11.59% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 10.70% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.44% | 13.35% | -1.91% |