TWEIX vs. BEGIX
Compare and contrast key facts about American Century Equity Income Fund (TWEIX) and Sterling Capital Equity Income Fund (BEGIX).
TWEIX is managed by American Century. It was launched on Aug 1, 1994. BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004.
Performance
TWEIX vs. BEGIX - Performance Comparison
Loading graphics...
TWEIX vs. BEGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 3.53% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
BEGIX Sterling Capital Equity Income Fund | -0.53% | 1.91% | 4.81% | 12.52% | -3.16% | 28.06% | 8.64% | 30.56% | -0.62% | 20.94% |
Returns By Period
In the year-to-date period, TWEIX achieves a 3.53% return, which is significantly higher than BEGIX's -0.53% return. Over the past 10 years, TWEIX has underperformed BEGIX with an annualized return of 8.76%, while BEGIX has yielded a comparatively higher 10.88% annualized return.
TWEIX
- 1D
- 0.92%
- 1M
- -4.70%
- YTD
- 3.53%
- 6M
- 5.61%
- 1Y
- 11.13%
- 3Y*
- 9.80%
- 5Y*
- 7.37%
- 10Y*
- 8.76%
BEGIX
- 1D
- 1.53%
- 1M
- -5.79%
- YTD
- -0.53%
- 6M
- -1.43%
- 1Y
- 0.10%
- 3Y*
- 6.22%
- 5Y*
- 6.32%
- 10Y*
- 10.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TWEIX vs. BEGIX - Expense Ratio Comparison
TWEIX has a 0.94% expense ratio, which is higher than BEGIX's 0.79% expense ratio.
Return for Risk
TWEIX vs. BEGIX — Risk / Return Rank
TWEIX
BEGIX
TWEIX vs. BEGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund (TWEIX) and Sterling Capital Equity Income Fund (BEGIX). 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.
| TWEIX | BEGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.01 | +0.91 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.12 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.02 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.10 | +1.16 |
Martin ratioReturn relative to average drawdown | 4.91 | 0.32 | +4.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TWEIX | BEGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.01 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.32 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.56 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.56 | +0.19 |
Correlation
The correlation between TWEIX and BEGIX 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
TWEIX vs. BEGIX - Dividend Comparison
TWEIX's dividend yield for the trailing twelve months is around 10.02%, less than BEGIX's 27.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 10.02% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
BEGIX Sterling Capital Equity Income Fund | 27.69% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
Drawdowns
TWEIX vs. BEGIX - Drawdown Comparison
The maximum TWEIX drawdown since its inception was -39.30%, smaller than the maximum BEGIX drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for TWEIX and BEGIX.
Loading graphics...
Drawdown Indicators
| TWEIX | BEGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -43.85% | +4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -9.76% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -13.69% | -29.48% | +15.79% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -37.01% | +4.19% |
Current DrawdownCurrent decline from peak | -4.90% | -22.12% | +17.22% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -5.73% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.15% | -0.80% |
Volatility
TWEIX vs. BEGIX - Volatility Comparison
The current volatility for American Century Equity Income Fund (TWEIX) is 3.04%, while Sterling Capital Equity Income Fund (BEGIX) has a volatility of 3.54%. This indicates that TWEIX experiences smaller price fluctuations and is considered to be less risky than BEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TWEIX | BEGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 3.54% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 7.92% | -1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.60% | 14.77% | -3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.71% | 19.72% | -9.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 19.50% | -6.15% |