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ACLAX vs. FASPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACLAX vs. FASPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Mid Cap Value Fund A Class (ACLAX) and Fidelity Advisor Value Strategies Fund Class M (FASPX). The values are adjusted to include any dividend payments, if applicable.

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ACLAX vs. FASPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACLAX
American Century Mid Cap Value Fund A Class
0.93%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%
FASPX
Fidelity Advisor Value Strategies Fund Class M
3.31%7.76%-2.60%19.93%-7.82%32.65%7.70%33.85%-17.27%17.34%

Returns By Period

In the year-to-date period, ACLAX achieves a 0.93% return, which is significantly lower than FASPX's 3.31% return. Over the past 10 years, ACLAX has underperformed FASPX with an annualized return of 8.37%, while FASPX has yielded a comparatively higher 9.33% annualized return.


ACLAX

1D
-0.34%
1M
-7.89%
YTD
0.93%
6M
0.87%
1Y
7.39%
3Y*
7.47%
5Y*
6.30%
10Y*
8.37%

FASPX

1D
-0.87%
1M
-8.96%
YTD
3.31%
6M
7.90%
1Y
20.97%
3Y*
8.75%
5Y*
6.38%
10Y*
9.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ACLAX vs. FASPX - Expense Ratio Comparison

ACLAX has a 1.22% expense ratio, which is lower than FASPX's 1.37% expense ratio.


Return for Risk

ACLAX vs. FASPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACLAX
ACLAX Risk / Return Rank: 2121
Overall Rank
ACLAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2121
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1818
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2323
Martin Ratio Rank

FASPX
FASPX Risk / Return Rank: 5050
Overall Rank
FASPX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
FASPX Sortino Ratio Rank: 5454
Sortino Ratio Rank
FASPX Omega Ratio Rank: 4646
Omega Ratio Rank
FASPX Calmar Ratio Rank: 5252
Calmar Ratio Rank
FASPX Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACLAX vs. FASPX - 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 M (FASPX). 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.


ACLAXFASPXDifference

Sharpe ratio

Return per unit of total volatility

0.53

0.94

-0.41

Sortino ratio

Return per unit of downside risk

0.87

1.46

-0.60

Omega ratio

Gain probability vs. loss probability

1.11

1.19

-0.08

Calmar ratio

Return relative to maximum drawdown

0.67

1.25

-0.58

Martin ratio

Return relative to average drawdown

2.51

5.06

-2.55

ACLAX vs. FASPX - Sharpe Ratio Comparison

The current ACLAX Sharpe Ratio is 0.53, which is lower than the FASPX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of ACLAX and FASPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ACLAXFASPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

0.94

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.31

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.43

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.40

+0.07

Correlation

The correlation between ACLAX and FASPX 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. FASPX - Dividend Comparison

ACLAX's dividend yield for the trailing twelve months is around 14.04%, more than FASPX's 9.02% yield.


TTM20252024202320222021202020192018201720162015
ACLAX
American Century Mid Cap Value Fund A Class
14.04%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%
FASPX
Fidelity Advisor Value Strategies Fund Class M
9.02%9.32%0.00%2.40%1.93%7.80%0.55%4.98%15.67%7.26%21.61%0.80%

Drawdowns

ACLAX vs. FASPX - Drawdown Comparison

The maximum ACLAX drawdown since its inception was -51.37%, smaller than the maximum FASPX drawdown of -70.11%. Use the drawdown chart below to compare losses from any high point for ACLAX and FASPX.


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Drawdown Indicators


ACLAXFASPXDifference

Max Drawdown

Largest peak-to-trough decline

-51.37%

-70.11%

+18.74%

Max Drawdown (1Y)

Largest decline over 1 year

-10.99%

-15.26%

+4.27%

Max Drawdown (5Y)

Largest decline over 5 years

-17.55%

-34.53%

+16.98%

Max Drawdown (10Y)

Largest decline over 10 years

-39.24%

-48.02%

+8.78%

Current Drawdown

Current decline from peak

-8.01%

-9.84%

+1.83%

Average Drawdown

Average peak-to-trough decline

-6.29%

-9.87%

+3.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

3.76%

-0.81%

Volatility

ACLAX vs. FASPX - Volatility Comparison

The current volatility for American Century Mid Cap Value Fund A Class (ACLAX) is 3.69%, while Fidelity Advisor Value Strategies Fund Class M (FASPX) has a volatility of 5.25%. This indicates that ACLAX experiences smaller price fluctuations and is considered to be less risky than FASPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACLAXFASPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

5.25%

-1.56%

Volatility (6M)

Calculated over the trailing 6-month period

8.51%

12.52%

-4.01%

Volatility (1Y)

Calculated over the trailing 1-year period

15.58%

22.49%

-6.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.63%

20.62%

-5.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.48%

21.96%

-4.48%