RLCAX vs. TWEIX
Compare and contrast key facts about Columbia Disciplined Value Fund (RLCAX) and American Century Equity Income Fund (TWEIX).
RLCAX is managed by Columbia. It was launched on Aug 1, 2008. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
RLCAX vs. TWEIX - Performance Comparison
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RLCAX vs. TWEIX - 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% |
TWEIX American Century Equity Income Fund | 2.58% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, RLCAX achieves a 0.23% return, which is significantly lower than TWEIX's 2.58% return. Over the past 10 years, RLCAX has outperformed TWEIX with an annualized return of 10.23%, while TWEIX has yielded a comparatively lower 8.66% 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%
TWEIX
- 1D
- -0.12%
- 1M
- -5.77%
- YTD
- 2.58%
- 6M
- 4.41%
- 1Y
- 9.60%
- 3Y*
- 9.46%
- 5Y*
- 7.27%
- 10Y*
- 8.66%
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RLCAX vs. TWEIX - Expense Ratio Comparison
RLCAX has a 1.04% expense ratio, which is higher than TWEIX's 0.94% expense ratio.
Return for Risk
RLCAX vs. TWEIX — Risk / Return Rank
RLCAX
TWEIX
RLCAX vs. TWEIX - 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 (TWEIX). 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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.91 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.33 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.07 | +0.09 |
Martin ratioReturn relative to average drawdown | 5.48 | 4.18 | +1.30 |
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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.91 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.68 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.65 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.75 | -0.22 |
Correlation
The correlation between RLCAX and TWEIX 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. TWEIX - Dividend Comparison
RLCAX's dividend yield for the trailing twelve months is around 11.74%, more than TWEIX's 10.11% 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% |
TWEIX American Century Equity Income Fund | 10.11% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
RLCAX vs. TWEIX - Drawdown Comparison
The maximum RLCAX drawdown since its inception was -37.83%, roughly equal to the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for RLCAX and TWEIX.
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Drawdown Indicators
| RLCAX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.83% | -39.30% | +1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -8.86% | -3.39% |
Max Drawdown (5Y)Largest decline over 5 years | -34.73% | -13.69% | -21.04% |
Max Drawdown (10Y)Largest decline over 10 years | -37.83% | -32.82% | -5.01% |
Current DrawdownCurrent decline from peak | -6.30% | -5.77% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -4.17% | -3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.33% | +0.27% |
Volatility
RLCAX vs. TWEIX - Volatility Comparison
Columbia Disciplined Value Fund (RLCAX) has a higher volatility of 3.17% compared to American Century Equity Income Fund (TWEIX) at 2.79%. This indicates that RLCAX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLCAX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 2.79% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 6.06% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.75% | 11.59% | +4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 10.70% | +12.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 13.35% | +8.34% |