PortfoliosLab logoPortfoliosLab logo
ACMVX vs. ACLAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACMVX vs. ACLAX - Performance Comparison

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

Loading graphics...

ACMVX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACMVX
American Century Mid Cap Value Fund
2.59%8.77%8.50%6.18%-1.34%23.41%1.63%28.89%-12.63%11.57%
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%

Returns By Period

The year-to-date returns for both stocks are quite close, with ACMVX having a 2.59% return and ACLAX slightly lower at 2.49%. Both investments have delivered pretty close results over the past 10 years, with ACMVX having a 8.81% annualized return and ACLAX not far behind at 8.53%.


ACMVX

1D
1.61%
1M
-6.28%
YTD
2.59%
6M
2.79%
1Y
9.57%
3Y*
8.29%
5Y*
6.75%
10Y*
8.81%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ACMVX vs. ACLAX - Expense Ratio Comparison

ACMVX has a 0.97% expense ratio, which is lower than ACLAX's 1.22% expense ratio.


Return for Risk

ACMVX vs. ACLAX — Risk / Return Rank

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

ACMVX
ACMVX Risk / Return Rank: 2424
Overall Rank
ACMVX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ACMVX Sortino Ratio Rank: 2222
Sortino Ratio Rank
ACMVX Omega Ratio Rank: 1919
Omega Ratio Rank
ACMVX Calmar Ratio Rank: 3131
Calmar Ratio Rank
ACMVX Martin Ratio Rank: 3030
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 2222
Overall Rank
ACLAX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2020
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1717
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2727
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2727
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.

ACMVX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.


ACMVXACLAXDifference

Sharpe ratio

Return per unit of total volatility

0.60

0.58

+0.02

Sortino ratio

Return per unit of downside risk

0.97

0.94

+0.03

Omega ratio

Gain probability vs. loss probability

1.12

1.12

0.00

Calmar ratio

Return relative to maximum drawdown

0.93

0.90

+0.03

Martin ratio

Return relative to average drawdown

3.44

3.32

+0.12

ACMVX vs. ACLAX - Sharpe Ratio Comparison

The current ACMVX Sharpe Ratio is 0.60, which is comparable to the ACLAX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of ACMVX and ACLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ACMVXACLAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

0.58

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.44

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.49

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.47

+0.06

Correlation

The correlation between ACMVX and ACLAX is 1.00, 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

ACMVX vs. ACLAX - Dividend Comparison

ACMVX's dividend yield for the trailing twelve months is around 14.03%, more than ACLAX's 13.82% yield.


TTM20252024202320222021202020192018201720162015
ACMVX
American Century Mid Cap Value Fund
14.03%14.46%8.76%5.24%15.00%15.95%1.83%1.46%14.51%9.49%4.05%11.06%
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%

Drawdowns

ACMVX vs. ACLAX - Drawdown Comparison

The maximum ACMVX drawdown since its inception was -51.19%, roughly equal to the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for ACMVX and ACLAX.


Loading graphics...

Drawdown Indicators


ACMVXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-51.19%

-51.37%

+0.18%

Max Drawdown (1Y)

Largest decline over 1 year

-10.96%

-10.99%

+0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-17.46%

-17.55%

+0.09%

Max Drawdown (10Y)

Largest decline over 10 years

-39.24%

-39.24%

0.00%

Current Drawdown

Current decline from peak

-6.51%

-6.58%

+0.07%

Average Drawdown

Average peak-to-trough decline

-5.95%

-6.29%

+0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.96%

2.98%

-0.02%

Volatility

ACMVX vs. ACLAX - Volatility Comparison

American Century Mid Cap Value Fund (ACMVX) and American Century Mid Cap Value Fund A Class (ACLAX) have volatilities of 4.19% and 4.16%, 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.


Loading graphics...

Volatility by Period


ACMVXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.19%

4.16%

+0.03%

Volatility (6M)

Calculated over the trailing 6-month period

8.66%

8.65%

+0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

15.62%

15.62%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.63%

14.65%

-0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.45%

17.49%

-0.04%