HLQVX vs. ACIIX
Compare and contrast key facts about JPMorgan Large Cap Value Fund (HLQVX) and American Century Equity Income Fund Class I (ACIIX).
HLQVX is managed by JPMorgan. It was launched on Mar 1, 1991. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HLQVX vs. ACIIX - Performance Comparison
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HLQVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLQVX JPMorgan Large Cap Value Fund | -0.76% | 15.67% | 27.12% | 11.35% | -0.11% | 23.57% | 10.54% | 27.44% | -15.21% | 17.67% |
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, HLQVX achieves a -0.76% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, HLQVX has outperformed ACIIX with an annualized return of 12.91%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
HLQVX
- 1D
- 1.96%
- 1M
- -5.48%
- YTD
- -0.76%
- 6M
- 2.72%
- 1Y
- 15.48%
- 3Y*
- 16.97%
- 5Y*
- 11.14%
- 10Y*
- 12.91%
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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HLQVX vs. ACIIX - Expense Ratio Comparison
HLQVX has a 0.69% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
HLQVX vs. ACIIX — Risk / Return Rank
HLQVX
ACIIX
HLQVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund (HLQVX) 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.
| HLQVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.95 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.37 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.29 | +0.12 |
Martin ratioReturn relative to average drawdown | 5.16 | 5.04 | +0.11 |
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
| HLQVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.95 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.67 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.53 | -0.08 |
Correlation
The correlation between HLQVX 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
HLQVX vs. ACIIX - Dividend Comparison
HLQVX's dividend yield for the trailing twelve months is around 8.06%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLQVX JPMorgan Large Cap Value Fund | 8.06% | 8.05% | 20.76% | 5.44% | 5.80% | 8.22% | 1.05% | 1.38% | 9.09% | 9.21% | 5.91% | 14.85% |
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
HLQVX vs. ACIIX - Drawdown Comparison
The maximum HLQVX drawdown since its inception was -60.03%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HLQVX and ACIIX.
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Drawdown Indicators
| HLQVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.03% | -39.16% | -20.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -8.96% | -2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.38% | -13.49% | -4.89% |
Max Drawdown (10Y)Largest decline over 10 years | -43.21% | -32.76% | -10.45% |
Current DrawdownCurrent decline from peak | -7.53% | -4.86% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -5.26% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.32% | +0.80% |
Volatility
HLQVX vs. ACIIX - Volatility Comparison
JPMorgan Large Cap Value Fund (HLQVX) has a higher volatility of 4.66% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that HLQVX'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
| HLQVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 3.01% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 6.12% | +3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.56% | 11.62% | +4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 10.74% | +5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.42% | 13.37% | +7.05% |