SECIX vs. ACIIX
Compare and contrast key facts about Guggenheim Large Cap Value Fund (SECIX) and American Century Equity Income Fund Class I (ACIIX).
SECIX is managed by Guggenheim. It was launched on Aug 7, 1944. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
SECIX vs. ACIIX - Performance Comparison
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SECIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SECIX Guggenheim Large Cap Value Fund | -3.42% | 13.92% | 3.94% | 9.03% | -1.58% | 27.12% | 2.60% | 21.44% | -10.05% | 15.33% |
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, SECIX achieves a -3.42% return, which is significantly lower than ACIIX's 2.73% return. Both investments have delivered pretty close results over the past 10 years, with SECIX having a 8.96% annualized return and ACIIX not far behind at 8.89%.
SECIX
- 1D
- 0.00%
- 1M
- -6.47%
- YTD
- -3.42%
- 6M
- -0.35%
- 1Y
- 9.43%
- 3Y*
- 7.64%
- 5Y*
- 6.43%
- 10Y*
- 8.96%
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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SECIX vs. ACIIX - Expense Ratio Comparison
SECIX has a 1.15% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
SECIX vs. ACIIX — Risk / Return Rank
SECIX
ACIIX
SECIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Large Cap Value Fund (SECIX) 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.
| SECIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.93 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.35 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.11 | -0.36 |
Martin ratioReturn relative to average drawdown | 3.52 | 4.37 | -0.85 |
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
| SECIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.93 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.70 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.67 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.53 | -0.29 |
Correlation
The correlation between SECIX and ACIIX is 0.90, 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
SECIX vs. ACIIX - Dividend Comparison
SECIX's dividend yield for the trailing twelve months is around 15.08%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SECIX Guggenheim Large Cap Value Fund | 15.08% | 14.56% | 3.80% | 12.08% | 9.42% | 6.96% | 7.12% | 7.69% | 6.34% | 8.25% | 3.23% | 8.36% |
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
SECIX vs. ACIIX - Drawdown Comparison
The maximum SECIX drawdown since its inception was -62.58%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for SECIX and ACIIX.
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Drawdown Indicators
| SECIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.58% | -39.16% | -23.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -8.96% | -2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -23.37% | -13.49% | -9.88% |
Max Drawdown (10Y)Largest decline over 10 years | -38.54% | -32.76% | -5.78% |
Current DrawdownCurrent decline from peak | -6.47% | -5.73% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -16.55% | -5.26% | -11.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 2.30% | +0.16% |
Volatility
SECIX vs. ACIIX - Volatility Comparison
Guggenheim Large Cap Value Fund (SECIX) has a higher volatility of 3.28% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that SECIX'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
| SECIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 2.76% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 7.62% | 6.05% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 11.61% | +3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.68% | 10.74% | +5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 13.37% | +5.26% |