HUDIX vs. ACIIX
Compare and contrast key facts about Huber Large Cap Value Fund (HUDIX) and American Century Equity Income Fund Class I (ACIIX).
HUDIX is managed by Huber Funds. It was launched on Dec 31, 2012. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HUDIX vs. ACIIX - Performance Comparison
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HUDIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HUDIX Huber Large Cap Value Fund | -0.65% | 10.58% | 21.95% | 10.85% | -2.96% | 23.20% | -3.50% | 30.44% | -13.48% | 21.24% |
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, HUDIX achieves a -0.65% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, HUDIX has outperformed ACIIX with an annualized return of 10.30%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
HUDIX
- 1D
- 2.16%
- 1M
- -2.99%
- YTD
- -0.65%
- 6M
- 1.45%
- 1Y
- 13.96%
- 3Y*
- 14.34%
- 5Y*
- 9.79%
- 10Y*
- 10.30%
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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HUDIX vs. ACIIX - Expense Ratio Comparison
HUDIX has a 1.15% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
HUDIX vs. ACIIX — Risk / Return Rank
HUDIX
ACIIX
HUDIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Large Cap Value Fund (HUDIX) 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.
| HUDIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.95 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.37 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.29 | -0.27 |
Martin ratioReturn relative to average drawdown | 4.84 | 5.04 | -0.21 |
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
| HUDIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.95 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.71 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.67 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.53 | +0.01 |
Correlation
The correlation between HUDIX and ACIIX is 0.83, 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
HUDIX vs. ACIIX - Dividend Comparison
HUDIX's dividend yield for the trailing twelve months is around 1.10%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUDIX Huber Large Cap Value Fund | 1.10% | 1.10% | 1.09% | 1.50% | 1.40% | 1.14% | 1.48% | 1.16% | 1.53% | 1.44% | 1.57% | 1.28% |
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
HUDIX vs. ACIIX - Drawdown Comparison
The maximum HUDIX drawdown since its inception was -37.14%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HUDIX and ACIIX.
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Drawdown Indicators
| HUDIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.14% | -39.16% | +2.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -8.96% | -4.48% |
Max Drawdown (5Y)Largest decline over 5 years | -18.86% | -13.49% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -32.76% | -4.38% |
Current DrawdownCurrent decline from peak | -4.10% | -4.86% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -5.26% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.32% | +0.52% |
Volatility
HUDIX vs. ACIIX - Volatility Comparison
Huber Large Cap Value Fund (HUDIX) has a higher volatility of 3.88% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that HUDIX'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
| HUDIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.01% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 6.12% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 11.62% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 10.74% | +5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 13.37% | +5.15% |