ACLAX vs. FMPAX
Compare and contrast key facts about American Century Mid Cap Value Fund A Class (ACLAX) and Fidelity Advisor Mid Cap Value Fund Class A (FMPAX).
ACLAX is managed by American Century. It was launched on Mar 31, 2004. FMPAX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
ACLAX vs. FMPAX - Performance Comparison
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ACLAX vs. FMPAX - 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% |
FMPAX Fidelity Advisor Mid Cap Value Fund Class A | 3.43% | 12.75% | 14.22% | 22.18% | -10.89% | 33.60% | 0.68% | 23.19% | -19.16% | 16.73% |
Returns By Period
In the year-to-date period, ACLAX achieves a 2.49% return, which is significantly lower than FMPAX's 3.43% return. Over the past 10 years, ACLAX has underperformed FMPAX with an annualized return of 8.53%, while FMPAX has yielded a comparatively higher 9.65% 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%
FMPAX
- 1D
- 2.92%
- 1M
- -6.71%
- YTD
- 3.43%
- 6M
- 8.04%
- 1Y
- 21.86%
- 3Y*
- 16.89%
- 5Y*
- 10.27%
- 10Y*
- 9.65%
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ACLAX vs. FMPAX - Expense Ratio Comparison
ACLAX has a 1.22% expense ratio, which is higher than FMPAX's 0.86% expense ratio.
Return for Risk
ACLAX vs. FMPAX — Risk / Return Rank
ACLAX
FMPAX
ACLAX vs. FMPAX - 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 Mid Cap Value Fund Class A (FMPAX). 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 | FMPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.04 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.58 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.22 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.55 | -0.65 |
Martin ratioReturn relative to average drawdown | 3.32 | 6.29 | -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. | |||
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Sharpe Ratios by Period
| ACLAX | FMPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.04 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.51 | -0.07 |
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 | 0.37 | +0.11 |
Correlation
The correlation between ACLAX and FMPAX is 0.94, 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. FMPAX - Dividend Comparison
ACLAX's dividend yield for the trailing twelve months is around 13.82%, more than FMPAX's 7.56% 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% |
FMPAX Fidelity Advisor Mid Cap Value Fund Class A | 7.56% | 8.24% | 10.38% | 0.96% | 13.09% | 1.08% | 1.78% | 1.61% | 14.62% | 8.77% | 1.11% | 4.99% |
Drawdowns
ACLAX vs. FMPAX - Drawdown Comparison
The maximum ACLAX drawdown since its inception was -51.37%, smaller than the maximum FMPAX drawdown of -63.15%. Use the drawdown chart below to compare losses from any high point for ACLAX and FMPAX.
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Drawdown Indicators
| ACLAX | FMPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.37% | -63.15% | +11.78% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -14.74% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -17.55% | -23.79% | +6.24% |
Max Drawdown (10Y)Largest decline over 10 years | -39.24% | -45.47% | +6.23% |
Current DrawdownCurrent decline from peak | -6.58% | -7.72% | +1.14% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -9.80% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 3.64% | -0.66% |
Volatility
ACLAX vs. FMPAX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund A Class (ACLAX) is 4.16%, while Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) has a volatility of 6.56%. This indicates that ACLAX experiences smaller price fluctuations and is considered to be less risky than FMPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACLAX | FMPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 6.56% | -2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 12.11% | -3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 21.59% | -5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.65% | 20.12% | -5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 21.06% | -3.57% |