KCVIX vs. TWEIX
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and American Century Equity Income Fund (TWEIX).
KCVIX is managed by Catholic Investor. It was launched on Feb 27, 2015. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
KCVIX vs. TWEIX - Performance Comparison
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KCVIX vs. TWEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 3.13% | 17.11% | 19.35% | 14.97% | -8.11% | 28.89% | -0.26% | 28.45% | -8.72% | 15.80% |
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, KCVIX achieves a 3.13% return, which is significantly higher than TWEIX's 2.58% return. Over the past 10 years, KCVIX has outperformed TWEIX with an annualized return of 11.82%, while TWEIX has yielded a comparatively lower 8.66% annualized return.
KCVIX
- 1D
- -0.58%
- 1M
- -5.44%
- YTD
- 3.13%
- 6M
- 7.17%
- 1Y
- 19.47%
- 3Y*
- 18.10%
- 5Y*
- 11.51%
- 10Y*
- 11.82%
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%
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KCVIX vs. TWEIX - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is lower than TWEIX's 0.94% expense ratio.
Return for Risk
KCVIX vs. TWEIX — Risk / Return Rank
KCVIX
TWEIX
KCVIX vs. TWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) 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.
| KCVIX | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.91 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.33 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.18 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.07 | +0.73 |
Martin ratioReturn relative to average drawdown | 8.46 | 4.18 | +4.28 |
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
| KCVIX | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.91 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.68 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.65 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.75 | -0.08 |
Correlation
The correlation between KCVIX and TWEIX 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
KCVIX vs. TWEIX - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 8.28%, less than TWEIX's 10.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 8.28% | 8.95% | 9.50% | 1.21% | 5.89% | 5.61% | 1.24% | 3.31% | 3.59% | 2.65% | 1.54% | 0.00% |
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
KCVIX vs. TWEIX - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, roughly equal to the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for KCVIX and TWEIX.
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Drawdown Indicators
| KCVIX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.82% | -39.30% | -0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -8.86% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -13.69% | -4.98% |
Max Drawdown (10Y)Largest decline over 10 years | -39.82% | -32.82% | -7.00% |
Current DrawdownCurrent decline from peak | -6.01% | -5.77% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -4.17% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.33% | -0.02% |
Volatility
KCVIX vs. TWEIX - Volatility Comparison
Knights of Columbus Large Cap Value Fund (KCVIX) has a higher volatility of 3.38% compared to American Century Equity Income Fund (TWEIX) at 2.79%. This indicates that KCVIX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KCVIX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 2.79% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 6.06% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 11.59% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.71% | 10.70% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 13.35% | +4.15% |