PEQIX vs. ACIIX
Compare and contrast key facts about Pioneer Equity Income Fund (PEQIX) and American Century Equity Income Fund Class I (ACIIX).
PEQIX is managed by Amundi. It was launched on Jul 25, 1990. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
PEQIX vs. ACIIX - Performance Comparison
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PEQIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 2.24% | 11.30% | 11.18% | 6.84% | -8.08% | 25.28% | -0.20% | 25.46% | -8.93% | 15.00% |
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, PEQIX achieves a 2.24% return, which is significantly lower than ACIIX's 2.73% return. Both investments have delivered pretty close results over the past 10 years, with PEQIX having a 8.79% annualized return and ACIIX not far ahead at 8.89%.
PEQIX
- 1D
- 0.16%
- 1M
- -4.49%
- YTD
- 2.24%
- 6M
- 6.04%
- 1Y
- 11.30%
- 3Y*
- 10.49%
- 5Y*
- 7.26%
- 10Y*
- 8.79%
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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PEQIX vs. ACIIX - Expense Ratio Comparison
PEQIX has a 1.02% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
PEQIX vs. ACIIX — Risk / Return Rank
PEQIX
ACIIX
PEQIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Fund (PEQIX) 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.
| PEQIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.93 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.35 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.11 | -0.26 |
Martin ratioReturn relative to average drawdown | 3.31 | 4.37 | -1.06 |
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
| PEQIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.93 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.70 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.67 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between PEQIX 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
PEQIX vs. ACIIX - Dividend Comparison
PEQIX's dividend yield for the trailing twelve months is around 8.80%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 8.80% | 9.08% | 40.97% | 17.42% | 12.72% | 9.34% | 1.59% | 4.00% | 7.75% | 5.31% | 13.11% | 10.13% |
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
PEQIX vs. ACIIX - Drawdown Comparison
The maximum PEQIX drawdown since its inception was -54.08%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for PEQIX and ACIIX.
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Drawdown Indicators
| PEQIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.08% | -39.16% | -14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -8.96% | -4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -20.24% | -13.49% | -6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -37.93% | -32.76% | -5.17% |
Current DrawdownCurrent decline from peak | -6.59% | -5.73% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -5.26% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.30% | +1.08% |
Volatility
PEQIX vs. ACIIX - Volatility Comparison
Pioneer Equity Income Fund (PEQIX) has a higher volatility of 3.18% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that PEQIX'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
| PEQIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 2.76% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 6.05% | +2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 11.61% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 10.74% | +4.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 13.37% | +3.80% |