INUTX vs. ACIIX
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and American Century Equity Income Fund Class I (ACIIX).
INUTX is managed by Columbia. It was launched on Aug 1, 1988. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
INUTX vs. ACIIX - Performance Comparison
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INUTX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 3.57% | 15.64% | 14.41% | 4.88% | -1.68% | 26.09% | 0.76% | 23.31% | -5.32% | 12.93% |
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, INUTX achieves a 3.57% return, which is significantly higher than ACIIX's 2.73% return. Over the past 10 years, INUTX has outperformed ACIIX with an annualized return of 9.88%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
INUTX
- 1D
- -0.22%
- 1M
- -5.19%
- YTD
- 3.57%
- 6M
- 6.47%
- 1Y
- 15.90%
- 3Y*
- 13.47%
- 5Y*
- 9.98%
- 10Y*
- 9.88%
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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INUTX vs. ACIIX - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
INUTX vs. ACIIX — Risk / Return Rank
INUTX
ACIIX
INUTX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) 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.
| INUTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.93 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.35 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.11 | +0.27 |
Martin ratioReturn relative to average drawdown | 5.80 | 4.37 | +1.43 |
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
| INUTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.93 | +0.26 |
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 | 0.63 | 0.67 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.53 | +0.07 |
Correlation
The correlation between INUTX and ACIIX is 0.86, 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
INUTX vs. ACIIX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 7.83%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 7.83% | 8.05% | 7.27% | 3.76% | 7.82% | 12.77% | 4.22% | 12.47% | 12.99% | 10.68% | 3.84% | 5.80% |
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
INUTX vs. ACIIX - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for INUTX and ACIIX.
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Drawdown Indicators
| INUTX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.57% | -39.16% | -16.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -8.96% | -2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -16.15% | -13.49% | -2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -34.77% | -32.76% | -2.01% |
Current DrawdownCurrent decline from peak | -6.54% | -5.73% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -5.26% | -2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.30% | +0.47% |
Volatility
INUTX vs. ACIIX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) has a higher volatility of 3.26% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that INUTX'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
| INUTX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 2.76% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.76% | 6.05% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 11.61% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 10.74% | +2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.84% | 13.37% | +2.47% |