MALVX vs. ACIIX
Compare and contrast key facts about BlackRock Advantage Large Cap Value Fund (MALVX) and American Century Equity Income Fund Class I (ACIIX).
MALVX is managed by BlackRock. It was launched on Dec 22, 1999. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
MALVX vs. ACIIX - Performance Comparison
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MALVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MALVX BlackRock Advantage Large Cap Value Fund | 0.21% | 18.38% | 15.39% | 13.74% | -8.68% | 26.51% | 3.91% | 24.74% | -7.74% | 15.82% |
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, MALVX achieves a 0.21% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, MALVX has outperformed ACIIX with an annualized return of 11.11%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
MALVX
- 1D
- -0.43%
- 1M
- -6.53%
- YTD
- 0.21%
- 6M
- 5.65%
- 1Y
- 17.32%
- 3Y*
- 15.35%
- 5Y*
- 10.12%
- 10Y*
- 11.11%
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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MALVX vs. ACIIX - Expense Ratio Comparison
MALVX has a 0.54% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
MALVX vs. ACIIX — Risk / Return Rank
MALVX
ACIIX
MALVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Value Fund (MALVX) 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.
| MALVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.93 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.35 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.11 | +0.32 |
Martin ratioReturn relative to average drawdown | 7.25 | 4.37 | +2.88 |
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
| MALVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.93 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.70 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.08 |
Correlation
The correlation between MALVX and ACIIX is 0.90, 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
MALVX vs. ACIIX - Dividend Comparison
MALVX's dividend yield for the trailing twelve months is around 9.21%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALVX BlackRock Advantage Large Cap Value Fund | 9.21% | 9.23% | 14.33% | 2.84% | 5.96% | 17.48% | 1.68% | 3.92% | 12.95% | 0.43% | 1.38% | 1.01% |
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
MALVX vs. ACIIX - Drawdown Comparison
The maximum MALVX drawdown since its inception was -55.21%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for MALVX and ACIIX.
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Drawdown Indicators
| MALVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -39.16% | -16.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -8.96% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -19.73% | -13.49% | -6.24% |
Max Drawdown (10Y)Largest decline over 10 years | -37.12% | -32.76% | -4.36% |
Current DrawdownCurrent decline from peak | -6.53% | -5.73% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -5.26% | -3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.30% | +0.02% |
Volatility
MALVX vs. ACIIX - Volatility Comparison
BlackRock Advantage Large Cap Value Fund (MALVX) has a higher volatility of 3.72% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that MALVX'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
| MALVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.76% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 6.05% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.09% | 11.61% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 10.74% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 13.37% | +3.93% |