SLVRX vs. ACIIX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and American Century Equity Income Fund Class I (ACIIX).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
SLVRX vs. ACIIX - Performance Comparison
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SLVRX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 0.13% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
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, SLVRX achieves a 0.13% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, SLVRX has outperformed ACIIX with an annualized return of 12.07%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
SLVRX
- 1D
- -0.60%
- 1M
- -8.87%
- YTD
- 0.13%
- 6M
- 9.17%
- 1Y
- 24.03%
- 3Y*
- 15.22%
- 5Y*
- 10.31%
- 10Y*
- 12.07%
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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SLVRX vs. ACIIX - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
SLVRX vs. ACIIX — Risk / Return Rank
SLVRX
ACIIX
SLVRX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) 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.
| SLVRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.93 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.35 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.11 | +0.76 |
Martin ratioReturn relative to average drawdown | 8.01 | 4.37 | +3.64 |
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
| SLVRX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.93 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Correlation
The correlation between SLVRX 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
SLVRX vs. ACIIX - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.48%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 8.48% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
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
SLVRX vs. ACIIX - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for SLVRX and ACIIX.
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Drawdown Indicators
| SLVRX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -39.16% | -21.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -8.96% | -3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -13.49% | -5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -32.76% | -8.75% |
Current DrawdownCurrent decline from peak | -9.03% | -5.73% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -5.26% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.30% | +0.59% |
Volatility
SLVRX vs. ACIIX - Volatility Comparison
Columbia Select Large Cap Value Fund Class R (SLVRX) has a higher volatility of 3.73% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that SLVRX'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
| SLVRX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 2.76% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 6.05% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 11.61% | +5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 10.74% | +5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 13.37% | +5.31% |