NQCRX vs. ACIIX
Compare and contrast key facts about Nuveen Large Cap Value Fund (NQCRX) and American Century Equity Income Fund Class I (ACIIX).
NQCRX is managed by Nuveen. It was launched on Dec 15, 2006. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
NQCRX vs. ACIIX - Performance Comparison
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NQCRX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 5.72% | 22.44% | 17.74% | 13.76% | -1.07% | 25.38% | -0.27% | 47.63% | -15.47% | 15.46% |
ACIIX American Century Equity Income Fund Class I | 3.45% | 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, NQCRX achieves a 5.72% return, which is significantly higher than ACIIX's 3.45% return. Over the past 10 years, NQCRX has outperformed ACIIX with an annualized return of 13.38%, while ACIIX has yielded a comparatively lower 8.96% annualized return.
NQCRX
- 1D
- 0.68%
- 1M
- -1.34%
- YTD
- 5.72%
- 6M
- 11.28%
- 1Y
- 26.61%
- 3Y*
- 19.24%
- 5Y*
- 13.35%
- 10Y*
- 13.38%
ACIIX
- 1D
- -0.23%
- 1M
- -3.93%
- YTD
- 3.45%
- 6M
- 5.46%
- 1Y
- 10.81%
- 3Y*
- 9.96%
- 5Y*
- 7.55%
- 10Y*
- 8.96%
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NQCRX vs. ACIIX - Expense Ratio Comparison
NQCRX has a 0.74% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
NQCRX vs. ACIIX — Risk / Return Rank
NQCRX
ACIIX
NQCRX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Value Fund (NQCRX) 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.
| NQCRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.97 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.40 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.20 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.19 | +0.92 |
Martin ratioReturn relative to average drawdown | 10.23 | 4.62 | +5.60 |
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
| NQCRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.97 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.71 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.67 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.53 | -0.16 |
Correlation
The correlation between NQCRX 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
NQCRX vs. ACIIX - Dividend Comparison
NQCRX's dividend yield for the trailing twelve months is around 6.91%, less than ACIIX's 10.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 6.91% | 7.30% | 6.82% | 2.22% | 4.63% | 20.85% | 17.95% | 26.88% | 34.12% | 27.42% | 10.74% | 61.01% |
ACIIX American Century Equity Income Fund Class I | 10.21% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
NQCRX vs. ACIIX - Drawdown Comparison
The maximum NQCRX drawdown since its inception was -57.85%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for NQCRX and ACIIX.
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Drawdown Indicators
| NQCRX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.85% | -39.16% | -18.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -6.60% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.61% | -13.49% | -4.12% |
Max Drawdown (10Y)Largest decline over 10 years | -41.84% | -32.76% | -9.08% |
Current DrawdownCurrent decline from peak | -3.11% | -5.07% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -5.26% | -4.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.31% | +0.49% |
Volatility
NQCRX vs. ACIIX - Volatility Comparison
Nuveen Large Cap Value Fund (NQCRX) has a higher volatility of 5.08% compared to American Century Equity Income Fund Class I (ACIIX) at 2.90%. This indicates that NQCRX'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
| NQCRX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 2.90% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 6.11% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 11.60% | +6.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 10.74% | +4.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 13.37% | +5.56% |