PZFVX vs. ACIIX
Compare and contrast key facts about John Hancock Classic Value Fund (PZFVX) and American Century Equity Income Fund Class I (ACIIX).
PZFVX is managed by John Hancock. It was launched on Jun 24, 1996. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
PZFVX vs. ACIIX - Performance Comparison
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PZFVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PZFVX John Hancock Classic Value Fund | -8.15% | 12.09% | 4.48% | 18.69% | -7.11% | 28.27% | -2.70% | 24.79% | -16.94% | 16.47% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 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, PZFVX achieves a -8.15% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, PZFVX has underperformed ACIIX with an annualized return of 8.22%, while ACIIX has yielded a comparatively higher 8.99% annualized return.
PZFVX
- 1D
- 0.06%
- 1M
- -8.20%
- YTD
- -8.15%
- 6M
- -4.14%
- 1Y
- 0.68%
- 3Y*
- 6.65%
- 5Y*
- 5.56%
- 10Y*
- 8.22%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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PZFVX vs. ACIIX - Expense Ratio Comparison
PZFVX has a 1.12% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
PZFVX vs. ACIIX — Risk / Return Rank
PZFVX
ACIIX
PZFVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Classic Value Fund (PZFVX) 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.
| PZFVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 0.95 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.37 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.19 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 1.29 | -1.31 |
Martin ratioReturn relative to average drawdown | -0.04 | 5.04 | -5.09 |
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
| PZFVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 0.95 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.71 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.67 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.53 | -0.26 |
Correlation
The correlation between PZFVX and ACIIX is 0.86, 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
PZFVX vs. ACIIX - Dividend Comparison
PZFVX's dividend yield for the trailing twelve months is around 39.39%, more than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PZFVX John Hancock Classic Value Fund | 39.39% | 36.18% | 52.58% | 6.33% | 19.26% | 0.58% | 1.29% | 4.56% | 2.43% | 0.95% | 1.78% | 1.41% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
PZFVX vs. ACIIX - Drawdown Comparison
The maximum PZFVX drawdown since its inception was -72.29%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for PZFVX and ACIIX.
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Drawdown Indicators
| PZFVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.29% | -39.16% | -33.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -8.96% | -4.61% |
Max Drawdown (5Y)Largest decline over 5 years | -40.35% | -13.49% | -26.86% |
Max Drawdown (10Y)Largest decline over 10 years | -51.82% | -32.76% | -19.06% |
Current DrawdownCurrent decline from peak | -31.00% | -4.86% | -26.14% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -5.26% | -9.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.32% | +2.15% |
Volatility
PZFVX vs. ACIIX - Volatility Comparison
John Hancock Classic Value Fund (PZFVX) has a higher volatility of 4.82% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that PZFVX'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
| PZFVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 3.01% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 6.12% | +5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.69% | 11.62% | +9.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.88% | 10.74% | +23.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.59% | 13.37% | +17.22% |