VWNDX vs. ACIIX
Compare and contrast key facts about Vanguard Windsor Fund Investor Shares (VWNDX) and American Century Equity Income Fund Class I (ACIIX).
VWNDX is managed by Vanguard. It was launched on Oct 23, 1958. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
VWNDX vs. ACIIX - Performance Comparison
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VWNDX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWNDX Vanguard Windsor Fund Investor Shares | -1.73% | 13.30% | 9.53% | 15.00% | -3.15% | 27.77% | 7.38% | 30.39% | -12.48% | 18.15% |
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, VWNDX achieves a -1.73% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, VWNDX has outperformed ACIIX with an annualized return of 11.12%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
VWNDX
- 1D
- 2.13%
- 1M
- -4.80%
- YTD
- -1.73%
- 6M
- 3.35%
- 1Y
- 11.50%
- 3Y*
- 10.87%
- 5Y*
- 8.81%
- 10Y*
- 11.12%
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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VWNDX vs. ACIIX - Expense Ratio Comparison
VWNDX has a 0.30% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
VWNDX vs. ACIIX — Risk / Return Rank
VWNDX
ACIIX
VWNDX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Investor Shares (VWNDX) 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.
| VWNDX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.95 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.37 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.29 | -0.32 |
Martin ratioReturn relative to average drawdown | 4.02 | 5.04 | -1.02 |
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
| VWNDX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.95 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.71 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.67 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.53 | -0.06 |
Correlation
The correlation between VWNDX and ACIIX is 0.90, 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
VWNDX vs. ACIIX - Dividend Comparison
VWNDX's dividend yield for the trailing twelve months is around 7.92%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNDX Vanguard Windsor Fund Investor Shares | 7.92% | 7.78% | 12.48% | 8.24% | 15.38% | 11.46% | 8.37% | 10.26% | 13.15% | 3.51% | 4.89% | 8.51% |
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
VWNDX vs. ACIIX - Drawdown Comparison
The maximum VWNDX drawdown since its inception was -61.48%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for VWNDX and ACIIX.
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Drawdown Indicators
| VWNDX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.48% | -39.16% | -22.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -8.96% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -13.49% | -8.20% |
Max Drawdown (10Y)Largest decline over 10 years | -40.12% | -32.76% | -7.36% |
Current DrawdownCurrent decline from peak | -5.92% | -4.86% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -5.26% | -3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.32% | +0.73% |
Volatility
VWNDX vs. ACIIX - Volatility Comparison
Vanguard Windsor Fund Investor Shares (VWNDX) has a higher volatility of 4.40% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that VWNDX'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
| VWNDX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 3.01% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 6.12% | +3.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.45% | 11.62% | +5.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 10.74% | +6.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.67% | 13.37% | +6.30% |