PLVIX vs. ACIIX
Compare and contrast key facts about Principal LargeCap Value Fund III (PLVIX) and American Century Equity Income Fund Class I (ACIIX).
PLVIX is managed by Principal. It was launched on Dec 6, 2000. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
PLVIX vs. ACIIX - Performance Comparison
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PLVIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | -2.25% | 10.94% | 23.06% | 9.96% | -4.98% | 24.24% | 3.19% | 26.49% | -6.01% | 16.87% |
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, PLVIX achieves a -2.25% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, PLVIX has outperformed ACIIX with an annualized return of 10.80%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
PLVIX
- 1D
- -0.35%
- 1M
- -7.22%
- YTD
- -2.25%
- 6M
- 0.17%
- 1Y
- 8.68%
- 3Y*
- 14.13%
- 5Y*
- 9.38%
- 10Y*
- 10.80%
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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PLVIX vs. ACIIX - Expense Ratio Comparison
PLVIX has a 0.70% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
PLVIX vs. ACIIX — Risk / Return Rank
PLVIX
ACIIX
PLVIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Value Fund III (PLVIX) 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.
| PLVIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.93 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.35 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.11 | -0.41 |
Martin ratioReturn relative to average drawdown | 2.88 | 4.37 | -1.49 |
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
| PLVIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.93 | -0.32 |
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 | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.13 |
Correlation
The correlation between PLVIX and ACIIX is 0.93, 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
PLVIX vs. ACIIX - Dividend Comparison
PLVIX's dividend yield for the trailing twelve months is around 21.88%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | 21.88% | 21.38% | 15.41% | 3.27% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% |
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
PLVIX vs. ACIIX - Drawdown Comparison
The maximum PLVIX drawdown since its inception was -62.55%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for PLVIX and ACIIX.
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Drawdown Indicators
| PLVIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.55% | -39.16% | -23.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -8.96% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -17.32% | -13.49% | -3.83% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -32.76% | -5.75% |
Current DrawdownCurrent decline from peak | -7.83% | -5.73% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -5.26% | -4.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.30% | +0.48% |
Volatility
PLVIX vs. ACIIX - Volatility Comparison
Principal LargeCap Value Fund III (PLVIX) has a higher volatility of 3.96% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that PLVIX'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
| PLVIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 2.76% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 6.05% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.71% | 11.61% | +4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 10.74% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 13.37% | +3.54% |