VSPVX vs. ACIIX
Compare and contrast key facts about Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and American Century Equity Income Fund Class I (ACIIX).
VSPVX is managed by Vanguard. It was launched on Mar 3, 2015. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
VSPVX vs. ACIIX - Performance Comparison
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VSPVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | -1.68% | 12.62% | 11.99% | 22.39% | -5.33% | 24.80% | 1.23% | 31.84% | -9.02% | 15.28% |
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, VSPVX achieves a -1.68% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, VSPVX has outperformed ACIIX with an annualized return of 11.12%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
VSPVX
- 1D
- 0.05%
- 1M
- -6.20%
- YTD
- -1.68%
- 6M
- 1.45%
- 1Y
- 10.96%
- 3Y*
- 13.01%
- 5Y*
- 10.12%
- 10Y*
- 11.12%
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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VSPVX vs. ACIIX - Expense Ratio Comparison
VSPVX has a 0.08% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
VSPVX vs. ACIIX — Risk / Return Rank
VSPVX
ACIIX
VSPVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) 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.
| VSPVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.93 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.35 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.11 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.06 | 4.37 | -0.31 |
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
| VSPVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.93 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.70 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.53 | +0.06 |
Correlation
The correlation between VSPVX and ACIIX 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
VSPVX vs. ACIIX - Dividend Comparison
VSPVX's dividend yield for the trailing twelve months is around 1.85%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 1.85% | 1.35% | 2.12% | 1.70% | 2.21% | 1.88% | 2.46% | 2.12% | 2.73% | 2.18% | 2.30% | 2.47% |
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
VSPVX vs. ACIIX - Drawdown Comparison
The maximum VSPVX drawdown since its inception was -37.05%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for VSPVX and ACIIX.
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Drawdown Indicators
| VSPVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.05% | -39.16% | +2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -8.96% | -3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -18.00% | -13.49% | -4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -32.76% | -4.29% |
Current DrawdownCurrent decline from peak | -6.20% | -5.73% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -5.26% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.30% | +0.24% |
Volatility
VSPVX vs. ACIIX - Volatility Comparison
Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) has a higher volatility of 3.27% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that VSPVX'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
| VSPVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 2.76% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 7.52% | 6.05% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.51% | 11.61% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.47% | 10.74% | +3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.08% | 13.37% | +3.71% |