ACLAX vs. FASOX
Compare and contrast key facts about American Century Mid Cap Value Fund A Class (ACLAX) and Fidelity Advisor Value Strategies Fund Class I (FASOX).
ACLAX is managed by American Century. It was launched on Mar 31, 2004. FASOX is managed by Fidelity. It was launched on Jul 3, 1995.
Performance
ACLAX vs. FASOX - Performance Comparison
Loading graphics...
ACLAX vs. FASOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACLAX American Century Mid Cap Value Fund A Class | 2.49% | 8.52% | 8.18% | 5.93% | -1.53% | 23.01% | 1.44% | 28.55% | -12.93% | 11.31% |
FASOX Fidelity Advisor Value Strategies Fund Class I | 6.37% | 8.28% | -2.00% | 20.51% | -7.38% | 33.31% | 8.21% | 34.49% | -16.90% | 17.40% |
Returns By Period
In the year-to-date period, ACLAX achieves a 2.49% return, which is significantly lower than FASOX's 6.37% return. Over the past 10 years, ACLAX has underperformed FASOX with an annualized return of 8.53%, while FASOX has yielded a comparatively higher 10.08% annualized return.
ACLAX
- 1D
- 1.55%
- 1M
- -6.35%
- YTD
- 2.49%
- 6M
- 2.67%
- 1Y
- 9.26%
- 3Y*
- 8.02%
- 5Y*
- 6.47%
- 10Y*
- 8.53%
FASOX
- 1D
- 2.82%
- 1M
- -6.39%
- YTD
- 6.37%
- 6M
- 10.01%
- 1Y
- 24.20%
- 3Y*
- 10.34%
- 5Y*
- 7.28%
- 10Y*
- 10.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ACLAX vs. FASOX - Expense Ratio Comparison
ACLAX has a 1.22% expense ratio, which is higher than FASOX's 0.88% expense ratio.
Return for Risk
ACLAX vs. FASOX — Risk / Return Rank
ACLAX
FASOX
ACLAX vs. FASOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund A Class (ACLAX) and Fidelity Advisor Value Strategies Fund Class I (FASOX). 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.
| ACLAX | FASOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.11 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.68 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.22 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.65 | -0.75 |
Martin ratioReturn relative to average drawdown | 3.32 | 6.66 | -3.33 |
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
| ACLAX | FASOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.11 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.35 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.46 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.40 | +0.07 |
Correlation
The correlation between ACLAX and FASOX 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
ACLAX vs. FASOX - Dividend Comparison
ACLAX's dividend yield for the trailing twelve months is around 13.82%, more than FASOX's 8.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACLAX American Century Mid Cap Value Fund A Class | 13.82% | 14.24% | 8.53% | 5.01% | 14.77% | 15.72% | 1.62% | 1.23% | 14.17% | 9.25% | 3.82% | 10.86% |
FASOX Fidelity Advisor Value Strategies Fund Class I | 8.49% | 9.03% | 0.00% | 2.74% | 2.34% | 7.97% | 0.91% | 5.21% | 15.65% | 7.00% | 20.89% | 1.24% |
Drawdowns
ACLAX vs. FASOX - Drawdown Comparison
The maximum ACLAX drawdown since its inception was -51.37%, smaller than the maximum FASOX drawdown of -69.86%. Use the drawdown chart below to compare losses from any high point for ACLAX and FASOX.
Loading graphics...
Drawdown Indicators
| ACLAX | FASOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.37% | -69.86% | +18.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -15.25% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -17.55% | -34.34% | +16.79% |
Max Drawdown (10Y)Largest decline over 10 years | -39.24% | -47.97% | +8.73% |
Current DrawdownCurrent decline from peak | -6.58% | -7.24% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -9.75% | +3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 3.78% | -0.80% |
Volatility
ACLAX vs. FASOX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund A Class (ACLAX) is 4.16%, while Fidelity Advisor Value Strategies Fund Class I (FASOX) has a volatility of 6.16%. This indicates that ACLAX experiences smaller price fluctuations and is considered to be less risky than FASOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ACLAX | FASOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 6.16% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 12.82% | -4.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 22.61% | -6.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.65% | 20.64% | -5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 21.97% | -4.48% |