WHGLX vs. ACIIX
Compare and contrast key facts about Westwood Quality Value Fund (WHGLX) and American Century Equity Income Fund Class I (ACIIX).
WHGLX is managed by Westwood. It was launched on Jun 28, 2006. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
WHGLX vs. ACIIX - Performance Comparison
Loading graphics...
WHGLX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHGLX Westwood Quality Value Fund | -1.62% | 5.73% | 10.52% | 8.91% | -5.64% | 23.73% | 2.71% | 27.34% | -6.18% | 20.86% |
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, WHGLX achieves a -1.62% return, which is significantly lower than ACIIX's 3.68% return. Both investments have delivered pretty close results over the past 10 years, with WHGLX having a 8.95% annualized return and ACIIX not far ahead at 8.99%.
WHGLX
- 1D
- 0.17%
- 1M
- -6.72%
- YTD
- -1.62%
- 6M
- -1.19%
- 1Y
- 4.02%
- 3Y*
- 8.10%
- 5Y*
- 6.37%
- 10Y*
- 8.95%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WHGLX vs. ACIIX - Expense Ratio Comparison
WHGLX has a 0.65% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
WHGLX vs. ACIIX — Risk / Return Rank
WHGLX
ACIIX
WHGLX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Quality Value Fund (WHGLX) 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.
| WHGLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.95 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.37 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.29 | -0.80 |
Martin ratioReturn relative to average drawdown | 2.09 | 5.04 | -2.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WHGLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.95 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.71 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.67 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.53 | -0.11 |
Correlation
The correlation between WHGLX and ACIIX is 0.93, 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
WHGLX vs. ACIIX - Dividend Comparison
WHGLX's dividend yield for the trailing twelve months is around 22.27%, more than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGLX Westwood Quality Value Fund | 22.27% | 21.91% | 7.64% | 3.78% | 1.52% | 17.70% | 5.86% | 4.63% | 12.36% | 6.53% | 4.04% | 10.08% |
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
WHGLX vs. ACIIX - Drawdown Comparison
The maximum WHGLX drawdown since its inception was -51.00%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for WHGLX and ACIIX.
Loading graphics...
Drawdown Indicators
| WHGLX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.00% | -39.16% | -11.84% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -8.96% | -0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.62% | -13.49% | -3.13% |
Max Drawdown (10Y)Largest decline over 10 years | -36.32% | -32.76% | -3.56% |
Current DrawdownCurrent decline from peak | -6.72% | -4.86% | -1.86% |
Average DrawdownAverage peak-to-trough decline | -7.72% | -5.26% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.32% | -0.02% |
Volatility
WHGLX vs. ACIIX - Volatility Comparison
Westwood Quality Value Fund (WHGLX) has a higher volatility of 3.49% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that WHGLX'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.
Loading graphics...
Volatility by Period
| WHGLX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 3.01% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 6.12% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 11.62% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 10.74% | +3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.24% | 13.37% | +2.87% |