VEIPX vs. ACIIX
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and American Century Equity Income Fund Class I (ACIIX).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
VEIPX vs. ACIIX - Performance Comparison
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VEIPX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | -0.15% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
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, VEIPX achieves a -0.15% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, VEIPX has outperformed ACIIX with an annualized return of 11.06%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
VEIPX
- 1D
- 0.05%
- 1M
- -6.02%
- YTD
- -0.15%
- 6M
- 3.42%
- 1Y
- 13.87%
- 3Y*
- 13.89%
- 5Y*
- 10.46%
- 10Y*
- 11.06%
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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VEIPX vs. ACIIX - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
VEIPX vs. ACIIX — Risk / Return Rank
VEIPX
ACIIX
VEIPX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) 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.
| VEIPX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.93 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.35 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.11 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.61 | 4.37 | +1.24 |
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
| VEIPX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.93 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.53 | +0.11 |
Correlation
The correlation between VEIPX and ACIIX is 0.94, 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
VEIPX vs. ACIIX - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 11.02%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 11.02% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
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
VEIPX vs. ACIIX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for VEIPX and ACIIX.
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Drawdown Indicators
| VEIPX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -39.16% | -14.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -8.96% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -13.49% | -1.67% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -32.76% | -2.50% |
Current DrawdownCurrent decline from peak | -6.85% | -5.73% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -5.52% | -5.26% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.30% | +0.17% |
Volatility
VEIPX vs. ACIIX - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) has a higher volatility of 3.14% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that VEIPX'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
| VEIPX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 2.76% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 7.69% | 6.05% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 11.61% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 10.74% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 13.37% | +2.92% |