VRVIX vs. ACIIX
Compare and contrast key facts about Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and American Century Equity Income Fund Class I (ACIIX).
VRVIX is managed by Vanguard. It was launched on Dec 10, 2010. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
VRVIX vs. ACIIX - Performance Comparison
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VRVIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | -0.03% | 15.31% | 14.32% | 11.41% | -7.64% | 25.09% | 2.75% | 26.49% | -8.30% | 13.58% |
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, VRVIX achieves a -0.03% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, VRVIX has outperformed ACIIX with an annualized return of 10.18%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
VRVIX
- 1D
- -0.34%
- 1M
- -6.80%
- YTD
- -0.03%
- 6M
- 3.76%
- 1Y
- 13.42%
- 3Y*
- 13.29%
- 5Y*
- 8.81%
- 10Y*
- 10.18%
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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VRVIX vs. ACIIX - Expense Ratio Comparison
VRVIX has a 0.07% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
VRVIX vs. ACIIX — Risk / Return Rank
VRVIX
ACIIX
VRVIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) 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.
| VRVIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.93 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.35 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.11 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.21 | 4.37 | +0.84 |
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
| VRVIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.93 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.70 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.67 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.53 | +0.13 |
Correlation
The correlation between VRVIX 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
VRVIX vs. ACIIX - Dividend Comparison
VRVIX's dividend yield for the trailing twelve months is around 1.87%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.87% | 1.41% | 1.98% | 2.10% | 2.24% | 1.69% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% |
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
VRVIX vs. ACIIX - Drawdown Comparison
The maximum VRVIX drawdown since its inception was -38.29%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for VRVIX and ACIIX.
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Drawdown Indicators
| VRVIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.29% | -39.16% | +0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -8.96% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.06% | -13.49% | -5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -38.29% | -32.76% | -5.53% |
Current DrawdownCurrent decline from peak | -6.80% | -5.73% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -5.26% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.30% | +0.19% |
Volatility
VRVIX vs. ACIIX - Volatility Comparison
Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) has a higher volatility of 3.68% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that VRVIX'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
| VRVIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 2.76% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 6.05% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 11.61% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 10.74% | +4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.33% | 13.37% | +3.96% |