LOMAX vs. ACIIX
Compare and contrast key facts about Edgar Lomax Value Fund (LOMAX) and American Century Equity Income Fund Class I (ACIIX).
LOMAX is managed by Edgar Lomax. It was launched on Dec 12, 1997. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
LOMAX vs. ACIIX - Performance Comparison
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LOMAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 5.53% | 18.09% | 10.29% | 5.19% | -0.46% | 25.80% | -5.77% | 23.27% | -3.31% | 19.52% |
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, LOMAX achieves a 5.53% return, which is significantly higher than ACIIX's 2.73% return. Over the past 10 years, LOMAX has outperformed ACIIX with an annualized return of 10.49%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
LOMAX
- 1D
- 0.24%
- 1M
- -4.01%
- YTD
- 5.53%
- 6M
- 11.14%
- 1Y
- 17.49%
- 3Y*
- 14.01%
- 5Y*
- 10.20%
- 10Y*
- 10.49%
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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LOMAX vs. ACIIX - Expense Ratio Comparison
LOMAX has a 0.70% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
LOMAX vs. ACIIX — Risk / Return Rank
LOMAX
ACIIX
LOMAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgar Lomax Value Fund (LOMAX) 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.
| LOMAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.93 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.35 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.11 | +0.63 |
Martin ratioReturn relative to average drawdown | 7.17 | 4.37 | +2.80 |
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
| LOMAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.93 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.70 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.14 |
Correlation
The correlation between LOMAX and ACIIX is 0.91, 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
LOMAX vs. ACIIX - Dividend Comparison
LOMAX's dividend yield for the trailing twelve months is around 6.01%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 6.01% | 6.34% | 6.27% | 4.66% | 7.73% | 5.11% | 12.52% | 2.16% | 15.97% | 8.80% | 2.68% | 15.54% |
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
LOMAX vs. ACIIX - Drawdown Comparison
The maximum LOMAX drawdown since its inception was -57.82%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for LOMAX and ACIIX.
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Drawdown Indicators
| LOMAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -39.16% | -18.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -8.96% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -13.49% | -4.01% |
Max Drawdown (10Y)Largest decline over 10 years | -37.81% | -32.76% | -5.05% |
Current DrawdownCurrent decline from peak | -4.07% | -5.73% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -5.26% | -4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.30% | +0.20% |
Volatility
LOMAX vs. ACIIX - Volatility Comparison
The current volatility for Edgar Lomax Value Fund (LOMAX) is 2.51%, while American Century Equity Income Fund Class I (ACIIX) has a volatility of 2.76%. This indicates that LOMAX experiences smaller price fluctuations and is considered to be less risky 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
| LOMAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.51% | 2.76% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.16% | 6.05% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.46% | 11.61% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.23% | 10.74% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 13.37% | +3.13% |