LEIFX vs. ACIIX
Compare and contrast key facts about Federated Hermes Equity Income Fund (LEIFX) and American Century Equity Income Fund Class I (ACIIX).
LEIFX is managed by Federated. It was launched on Dec 30, 1986. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
LEIFX vs. ACIIX - Performance Comparison
Loading graphics...
LEIFX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LEIFX Federated Hermes Equity Income Fund | 2.97% | 15.18% | -0.45% | 8.82% | -7.96% | 21.12% | 6.43% | 21.27% | -12.13% | 16.06% |
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, LEIFX achieves a 2.97% return, which is significantly higher than ACIIX's 2.73% return. Over the past 10 years, LEIFX has underperformed ACIIX with an annualized return of 7.72%, while ACIIX has yielded a comparatively higher 8.89% annualized return.
LEIFX
- 1D
- 0.19%
- 1M
- -5.65%
- YTD
- 2.97%
- 6M
- 5.99%
- 1Y
- 16.97%
- 3Y*
- 9.02%
- 5Y*
- 5.40%
- 10Y*
- 7.72%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LEIFX vs. ACIIX - Expense Ratio Comparison
LEIFX has a 1.11% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
LEIFX vs. ACIIX — Risk / Return Rank
LEIFX
ACIIX
LEIFX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Equity Income Fund (LEIFX) 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.
| LEIFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.93 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.35 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.11 | +0.28 |
Martin ratioReturn relative to average drawdown | 6.46 | 4.37 | +2.09 |
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
| LEIFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.93 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.70 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.67 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Correlation
The correlation between LEIFX and ACIIX is 0.87, 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
LEIFX vs. ACIIX - Dividend Comparison
LEIFX's dividend yield for the trailing twelve months is around 24.62%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEIFX Federated Hermes Equity Income Fund | 24.62% | 24.92% | 0.82% | 1.08% | 7.54% | 16.37% | 1.17% | 2.01% | 19.47% | 5.34% | 3.98% | 3.15% |
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
LEIFX vs. ACIIX - Drawdown Comparison
The maximum LEIFX drawdown since its inception was -49.19%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for LEIFX and ACIIX.
Loading graphics...
Drawdown Indicators
| LEIFX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -39.16% | -10.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -8.96% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -25.60% | -13.49% | -12.11% |
Max Drawdown (10Y)Largest decline over 10 years | -36.86% | -32.76% | -4.10% |
Current DrawdownCurrent decline from peak | -5.65% | -5.73% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -5.26% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.30% | +0.17% |
Volatility
LEIFX vs. ACIIX - Volatility Comparison
Federated Hermes Equity Income Fund (LEIFX) has a higher volatility of 2.92% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that LEIFX'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.
Loading graphics...
Volatility by Period
| LEIFX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 2.76% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 6.93% | 6.05% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.18% | 11.61% | +1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 10.74% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 13.37% | +4.01% |