VWNEX vs. ACIIX
Compare and contrast key facts about Vanguard Windsor Fund Admiral Shares (VWNEX) and American Century Equity Income Fund Class I (ACIIX).
VWNEX is managed by Vanguard. It was launched on Nov 12, 2001. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
VWNEX vs. ACIIX - Performance Comparison
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VWNEX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWNEX Vanguard Windsor Fund Admiral Shares | -1.67% | 13.40% | 9.64% | 15.11% | -3.05% | 27.92% | 7.45% | 30.53% | -12.39% | 18.19% |
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, VWNEX achieves a -1.67% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, VWNEX has outperformed ACIIX with an annualized return of 11.23%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
VWNEX
- 1D
- 2.14%
- 1M
- -4.78%
- YTD
- -1.67%
- 6M
- 3.40%
- 1Y
- 11.62%
- 3Y*
- 10.99%
- 5Y*
- 8.93%
- 10Y*
- 11.23%
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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VWNEX vs. ACIIX - Expense Ratio Comparison
VWNEX has a 0.20% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
VWNEX vs. ACIIX — Risk / Return Rank
VWNEX
ACIIX
VWNEX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Admiral Shares (VWNEX) 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.
| VWNEX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.95 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.37 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.29 | -0.31 |
Martin ratioReturn relative to average drawdown | 4.06 | 5.04 | -0.98 |
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
| VWNEX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.95 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.71 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.67 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.53 | -0.13 |
Correlation
The correlation between VWNEX and ACIIX is 0.91, 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
VWNEX vs. ACIIX - Dividend Comparison
VWNEX's dividend yield for the trailing twelve months is around 8.03%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNEX Vanguard Windsor Fund Admiral Shares | 8.03% | 7.90% | 12.60% | 8.34% | 15.50% | 11.57% | 8.47% | 10.36% | 13.30% | 3.56% | 4.99% | 8.62% |
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
VWNEX vs. ACIIX - Drawdown Comparison
The maximum VWNEX drawdown since its inception was -61.41%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for VWNEX and ACIIX.
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Drawdown Indicators
| VWNEX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.41% | -39.16% | -22.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.62% | -8.96% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -13.49% | -8.23% |
Max Drawdown (10Y)Largest decline over 10 years | -40.12% | -32.76% | -7.36% |
Current DrawdownCurrent decline from peak | -5.91% | -4.86% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -5.26% | -4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.32% | +0.72% |
Volatility
VWNEX vs. ACIIX - Volatility Comparison
Vanguard Windsor Fund Admiral Shares (VWNEX) has a higher volatility of 4.40% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that VWNEX'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
| VWNEX | 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 | 9.49% | 6.12% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.44% | 11.62% | +5.82% |
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% |