RLCAX vs. ACIIX
Compare and contrast key facts about Columbia Disciplined Value Fund (RLCAX) and American Century Equity Income Fund Class I (ACIIX).
RLCAX is managed by Columbia. It was launched on Aug 1, 2008. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
RLCAX vs. ACIIX - Performance Comparison
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RLCAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 0.23% | 14.67% | 16.24% | 15.40% | -7.33% | 29.54% | 2.11% | 19.23% | -9.36% | 15.42% |
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, RLCAX achieves a 0.23% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, RLCAX has outperformed ACIIX with an annualized return of 10.23%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
RLCAX
- 1D
- -0.12%
- 1M
- -6.09%
- YTD
- 0.23%
- 6M
- 4.05%
- 1Y
- 14.93%
- 3Y*
- 14.42%
- 5Y*
- 10.46%
- 10Y*
- 10.23%
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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RLCAX vs. ACIIX - Expense Ratio Comparison
RLCAX has a 1.04% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
RLCAX vs. ACIIX — Risk / Return Rank
RLCAX
ACIIX
RLCAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Value Fund (RLCAX) 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.
| RLCAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.93 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.35 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.11 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.48 | 4.37 | +1.12 |
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
| RLCAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.93 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.67 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.53 | 0.00 |
Correlation
The correlation between RLCAX 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
RLCAX vs. ACIIX - Dividend Comparison
RLCAX's dividend yield for the trailing twelve months is around 11.74%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 11.74% | 11.76% | 11.66% | 7.59% | 13.00% | 31.01% | 1.54% | 10.78% | 11.88% | 5.35% | 1.53% | 6.78% |
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
RLCAX vs. ACIIX - Drawdown Comparison
The maximum RLCAX drawdown since its inception was -37.83%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for RLCAX and ACIIX.
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Drawdown Indicators
| RLCAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.83% | -39.16% | +1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -8.96% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -34.73% | -13.49% | -21.24% |
Max Drawdown (10Y)Largest decline over 10 years | -37.83% | -32.76% | -5.07% |
Current DrawdownCurrent decline from peak | -6.30% | -5.73% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -5.26% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.30% | +0.30% |
Volatility
RLCAX vs. ACIIX - Volatility Comparison
Columbia Disciplined Value Fund (RLCAX) has a higher volatility of 3.17% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that RLCAX'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
| RLCAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 2.76% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 6.05% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.75% | 11.61% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 10.74% | +12.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 13.37% | +8.32% |