Correlation
The correlation between ACLAX and FDFIX is 0.78, 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.
ACLAX vs. FDFIX
Compare and contrast key facts about American Century Mid Cap Value Fund A Class (ACLAX) and Fidelity Flex 500 Index Fund (FDFIX).
ACLAX is managed by American Century Investments. It was launched on Mar 31, 2004. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACLAX or FDFIX.
Performance
ACLAX vs. FDFIX - Performance Comparison
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Key characteristics
ACLAX:
0.58
FDFIX:
0.70
ACLAX:
0.74
FDFIX:
1.05
ACLAX:
1.09
FDFIX:
1.15
ACLAX:
0.47
FDFIX:
0.69
ACLAX:
1.55
FDFIX:
2.63
ACLAX:
4.42%
FDFIX:
4.92%
ACLAX:
15.38%
FDFIX:
19.79%
ACLAX:
-51.37%
FDFIX:
-33.77%
ACLAX:
-5.10%
FDFIX:
-3.43%
Returns By Period
In the year-to-date period, ACLAX achieves a 1.34% return, which is significantly higher than FDFIX's 1.03% return.
ACLAX
1.34%
3.23%
-5.00%
8.92%
3.92%
11.26%
7.63%
FDFIX
1.03%
6.44%
-0.81%
13.76%
14.17%
15.95%
N/A
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ACLAX vs. FDFIX - Expense Ratio Comparison
ACLAX has a 1.22% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
ACLAX vs. FDFIX — Risk-Adjusted Performance Rank
ACLAX
FDFIX
ACLAX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund A Class (ACLAX) and Fidelity Flex 500 Index Fund (FDFIX). 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.
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Dividends
ACLAX vs. FDFIX - Dividend Comparison
ACLAX's dividend yield for the trailing twelve months is around 8.33%, more than FDFIX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACLAX American Century Mid Cap Value Fund A Class | 8.33% | 8.53% | 5.02% | 14.78% | 15.73% | 1.63% | 1.23% | 14.18% | 9.26% | 3.82% | 10.86% | 10.91% |
FDFIX Fidelity Flex 500 Index Fund | 1.27% | 1.26% | 1.48% | 1.70% | 1.27% | 1.52% | 1.78% | 2.16% | 0.92% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACLAX vs. FDFIX - Drawdown Comparison
The maximum ACLAX drawdown since its inception was -51.37%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for ACLAX and FDFIX.
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Volatility
ACLAX vs. FDFIX - Volatility Comparison
American Century Mid Cap Value Fund A Class (ACLAX) and Fidelity Flex 500 Index Fund (FDFIX) have volatilities of 4.92% and 4.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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