ACFOX vs. ADX
Compare and contrast key facts about American Century Investments Focused Dynamic Growth Fund (ACFOX) and Adams Diversified Equity Fund, Inc. (ADX).
ACFOX is managed by American Century. It was launched on May 31, 2006. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
ACFOX vs. ADX - Performance Comparison
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ACFOX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | -14.41% | 20.51% | 43.30% | 35.66% | -36.32% | 7.08% | 73.31% | 32.30% | 6.51% | 34.55% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, ACFOX achieves a -14.41% return, which is significantly lower than ADX's -4.23% return. Both investments have delivered pretty close results over the past 10 years, with ACFOX having a 16.85% annualized return and ADX not far behind at 16.41%.
ACFOX
- 1D
- -0.86%
- 1M
- -8.88%
- YTD
- -14.41%
- 6M
- -10.23%
- 1Y
- 19.65%
- 3Y*
- 21.09%
- 5Y*
- 6.51%
- 10Y*
- 16.85%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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ACFOX vs. ADX - Expense Ratio Comparison
ACFOX has a 0.85% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
ACFOX vs. ADX — Risk / Return Rank
ACFOX
ADX
ACFOX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments Focused Dynamic Growth Fund (ACFOX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| ACFOX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.38 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.06 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 2.33 | -1.39 |
Martin ratioReturn relative to average drawdown | 3.40 | 10.84 | -7.43 |
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
| ACFOX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.38 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.86 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.92 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.09 | +0.43 |
Correlation
The correlation between ACFOX and ADX is 0.81, 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
ACFOX vs. ADX - Dividend Comparison
ACFOX's dividend yield for the trailing twelve months is around 8.83%, more than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | 8.83% | 7.56% | 0.00% | 0.00% | 0.00% | 2.48% | 0.62% | 0.00% | 0.00% | 0.00% | 1.15% | 1.33% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
ACFOX vs. ADX - Drawdown Comparison
The maximum ACFOX drawdown since its inception was -58.92%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for ACFOX and ADX.
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Drawdown Indicators
| ACFOX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.92% | -71.60% | +12.68% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | -11.12% | -5.40% |
Max Drawdown (5Y)Largest decline over 5 years | -43.77% | -25.07% | -18.70% |
Max Drawdown (10Y)Largest decline over 10 years | -43.77% | -37.17% | -6.60% |
Current DrawdownCurrent decline from peak | -16.52% | -6.53% | -9.99% |
Average DrawdownAverage peak-to-trough decline | -14.81% | -23.22% | +8.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.39% | +2.17% |
Volatility
ACFOX vs. ADX - Volatility Comparison
American Century Investments Focused Dynamic Growth Fund (ACFOX) has a higher volatility of 6.86% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.18%. This indicates that ACFOX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACFOX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 6.18% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 10.53% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.83% | 18.63% | +6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.20% | 17.20% | +8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 17.95% | +5.72% |