THPGX vs. ACIIX
Compare and contrast key facts about Thompson LargeCap Fund (THPGX) and American Century Equity Income Fund Class I (ACIIX).
THPGX is managed by Thompson IM. It was launched on Feb 10, 1992. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
THPGX vs. ACIIX - Performance Comparison
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THPGX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THPGX Thompson LargeCap Fund | -1.84% | 27.10% | 17.14% | 22.06% | -15.78% | 28.09% | 15.49% | 33.59% | -12.31% | 18.24% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 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, THPGX achieves a -1.84% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, THPGX has outperformed ACIIX with an annualized return of 13.80%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
THPGX
- 1D
- 2.67%
- 1M
- -5.71%
- YTD
- -1.84%
- 6M
- 5.80%
- 1Y
- 27.40%
- 3Y*
- 17.90%
- 5Y*
- 10.52%
- 10Y*
- 13.80%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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THPGX vs. ACIIX - Expense Ratio Comparison
THPGX has a 0.99% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
THPGX vs. ACIIX — Risk / Return Rank
THPGX
ACIIX
THPGX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thompson LargeCap Fund (THPGX) 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.
| THPGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.95 | +0.52 |
Sortino ratioReturn per unit of downside risk | 2.08 | 1.37 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.29 | +0.85 |
Martin ratioReturn relative to average drawdown | 9.62 | 5.04 | +4.57 |
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
| THPGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.95 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.71 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.67 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.53 | -0.05 |
Correlation
The correlation between THPGX and ACIIX is 0.86, 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
THPGX vs. ACIIX - Dividend Comparison
THPGX's dividend yield for the trailing twelve months is around 5.71%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THPGX Thompson LargeCap Fund | 5.71% | 5.60% | 11.97% | 8.38% | 5.06% | 4.95% | 0.90% | 2.73% | 0.89% | 0.82% | 0.80% | 0.72% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
THPGX vs. ACIIX - Drawdown Comparison
The maximum THPGX drawdown since its inception was -65.52%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for THPGX and ACIIX.
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Drawdown Indicators
| THPGX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.52% | -39.16% | -26.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -8.96% | -4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -13.49% | -13.00% |
Max Drawdown (10Y)Largest decline over 10 years | -40.68% | -32.76% | -7.92% |
Current DrawdownCurrent decline from peak | -5.71% | -4.86% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -5.26% | -4.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.32% | +0.58% |
Volatility
THPGX vs. ACIIX - Volatility Comparison
Thompson LargeCap Fund (THPGX) has a higher volatility of 4.96% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that THPGX'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
| THPGX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 3.01% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 6.12% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 11.62% | +6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 10.74% | +7.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.96% | 13.37% | +6.59% |