NBHIX vs. ACIIX
Compare and contrast key facts about Neuberger Berman Equity Income Fund (NBHIX) and American Century Equity Income Fund Class I (ACIIX).
NBHIX is managed by Neuberger Berman. It was launched on Nov 2, 2006. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
NBHIX vs. ACIIX - Performance Comparison
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NBHIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBHIX Neuberger Berman Equity Income Fund | 2.51% | 17.69% | 13.38% | 3.87% | -4.24% | 21.67% | 3.00% | 21.52% | -5.57% | 13.26% |
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, NBHIX achieves a 2.51% return, which is significantly lower than ACIIX's 2.73% return. Both investments have delivered pretty close results over the past 10 years, with NBHIX having a 9.31% annualized return and ACIIX not far behind at 8.89%.
NBHIX
- 1D
- 0.32%
- 1M
- -7.74%
- YTD
- 2.51%
- 6M
- 3.98%
- 1Y
- 14.15%
- 3Y*
- 12.99%
- 5Y*
- 9.18%
- 10Y*
- 9.31%
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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NBHIX vs. ACIIX - Expense Ratio Comparison
NBHIX has a 0.70% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
NBHIX vs. ACIIX — Risk / Return Rank
NBHIX
ACIIX
NBHIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Equity Income Fund (NBHIX) 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.
| NBHIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.93 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.35 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.11 | +0.19 |
Martin ratioReturn relative to average drawdown | 5.81 | 4.37 | +1.44 |
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
| NBHIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.93 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.70 | -0.02 |
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 | 0.52 | 0.53 | -0.01 |
Correlation
The correlation between NBHIX and ACIIX 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
NBHIX vs. ACIIX - Dividend Comparison
NBHIX's dividend yield for the trailing twelve months is around 1.55%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBHIX Neuberger Berman Equity Income Fund | 1.55% | 1.54% | 7.09% | 6.16% | 7.83% | 10.73% | 2.18% | 5.75% | 7.71% | 6.77% | 5.92% | 6.72% |
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
NBHIX vs. ACIIX - Drawdown Comparison
The maximum NBHIX drawdown since its inception was -40.07%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for NBHIX and ACIIX.
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Drawdown Indicators
| NBHIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -39.16% | -0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.61% | -8.96% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -17.90% | -13.49% | -4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -33.97% | -32.76% | -1.21% |
Current DrawdownCurrent decline from peak | -7.74% | -5.73% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -5.26% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.30% | +0.08% |
Volatility
NBHIX vs. ACIIX - Volatility Comparison
Neuberger Berman Equity Income Fund (NBHIX) has a higher volatility of 4.02% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that NBHIX'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
| NBHIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 2.76% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 6.05% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 11.61% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.57% | 10.74% | +2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.71% | 13.37% | +1.34% |