SLVAX vs. ACIIX
Compare and contrast key facts about Columbia Select Large Cap Value Fund (SLVAX) and American Century Equity Income Fund Class I (ACIIX).
SLVAX is managed by Columbia. It was launched on Apr 25, 1997. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
SLVAX vs. ACIIX - Performance Comparison
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SLVAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVAX Columbia Select Large Cap Value Fund | 0.18% | 27.60% | 12.53% | 5.56% | -1.09% | 26.34% | 6.12% | 26.57% | -12.32% | 18.98% |
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, SLVAX achieves a 0.18% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, SLVAX has outperformed ACIIX with an annualized return of 12.18%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
SLVAX
- 1D
- -0.61%
- 1M
- -8.86%
- YTD
- 0.18%
- 6M
- 9.29%
- 1Y
- 24.29%
- 3Y*
- 15.51%
- 5Y*
- 10.57%
- 10Y*
- 12.18%
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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SLVAX vs. ACIIX - Expense Ratio Comparison
SLVAX has a 0.80% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
SLVAX vs. ACIIX — Risk / Return Rank
SLVAX
ACIIX
SLVAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund (SLVAX) 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.
| SLVAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.93 | +0.58 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.35 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.11 | +0.78 |
Martin ratioReturn relative to average drawdown | 8.12 | 4.37 | +3.75 |
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
| SLVAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.93 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.70 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.13 |
Correlation
The correlation between SLVAX and ACIIX is 0.88, 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
SLVAX vs. ACIIX - Dividend Comparison
SLVAX's dividend yield for the trailing twelve months is around 8.53%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVAX Columbia Select Large Cap Value Fund | 8.53% | 8.54% | 3.46% | 3.60% | 1.38% | 5.91% | 7.52% | 6.96% | 4.83% | 3.86% | 7.19% | 4.49% |
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
SLVAX vs. ACIIX - Drawdown Comparison
The maximum SLVAX drawdown since its inception was -60.01%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for SLVAX and ACIIX.
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Drawdown Indicators
| SLVAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.01% | -39.16% | -20.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -8.96% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.44% | -13.49% | -4.95% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -32.76% | -8.74% |
Current DrawdownCurrent decline from peak | -9.03% | -5.73% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -5.26% | -4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.30% | +0.59% |
Volatility
SLVAX vs. ACIIX - Volatility Comparison
Columbia Select Large Cap Value Fund (SLVAX) has a higher volatility of 3.76% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that SLVAX'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
| SLVAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 2.76% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 6.05% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 11.61% | +5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 10.74% | +5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 13.37% | +5.31% |