NOLVX vs. ACIIX
Compare and contrast key facts about Northern Large Cap Value Fund (NOLVX) and American Century Equity Income Fund Class I (ACIIX).
NOLVX is managed by Northern Funds. It was launched on Aug 3, 2000. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
NOLVX vs. ACIIX - Performance Comparison
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NOLVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOLVX Northern Large Cap Value Fund | -0.22% | 18.01% | 13.56% | 10.09% | -6.16% | 28.41% | 1.32% | 25.95% | -8.52% | 12.55% |
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, NOLVX achieves a -0.22% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, NOLVX has outperformed ACIIX with an annualized return of 10.44%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
NOLVX
- 1D
- -0.13%
- 1M
- -5.48%
- YTD
- -0.22%
- 6M
- 4.84%
- 1Y
- 15.88%
- 3Y*
- 13.70%
- 5Y*
- 9.48%
- 10Y*
- 10.44%
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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NOLVX vs. ACIIX - Expense Ratio Comparison
NOLVX has a 0.57% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
NOLVX vs. ACIIX — Risk / Return Rank
NOLVX
ACIIX
NOLVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Large Cap Value Fund (NOLVX) 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.
| NOLVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.93 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.35 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.11 | +0.09 |
Martin ratioReturn relative to average drawdown | 5.48 | 4.37 | +1.11 |
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
| NOLVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.93 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.70 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.67 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.53 | -0.17 |
Correlation
The correlation between NOLVX and ACIIX is 0.92, 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
NOLVX vs. ACIIX - Dividend Comparison
NOLVX's dividend yield for the trailing twelve months is around 4.71%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOLVX Northern Large Cap Value Fund | 4.71% | 4.70% | 7.80% | 5.56% | 8.37% | 8.20% | 1.46% | 2.01% | 1.71% | 2.34% | 1.52% | 1.68% |
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
NOLVX vs. ACIIX - Drawdown Comparison
The maximum NOLVX drawdown since its inception was -58.73%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for NOLVX and ACIIX.
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Drawdown Indicators
| NOLVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.73% | -39.16% | -19.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -8.96% | -3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -18.95% | -13.49% | -5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -39.75% | -32.76% | -6.99% |
Current DrawdownCurrent decline from peak | -6.18% | -5.73% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -9.12% | -5.26% | -3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.30% | +0.45% |
Volatility
NOLVX vs. ACIIX - Volatility Comparison
Northern Large Cap Value Fund (NOLVX) has a higher volatility of 3.26% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that NOLVX'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
| NOLVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 2.76% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 6.05% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.75% | 11.61% | +6.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 10.74% | +4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.98% | 13.37% | +4.61% |