ACMVX vs. BULIX
Compare and contrast key facts about American Century Mid Cap Value Fund (ACMVX) and American Century Utilities Fund (BULIX).
ACMVX is managed by American Century. It was launched on Mar 31, 2004. BULIX is managed by American Century. It was launched on Feb 28, 1993.
Performance
ACMVX vs. BULIX - Performance Comparison
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ACMVX vs. BULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 0.97% | 8.77% | 8.50% | 6.18% | -1.34% | 23.41% | 1.63% | 28.89% | -12.63% | 11.57% |
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
Returns By Period
In the year-to-date period, ACMVX achieves a 0.97% return, which is significantly lower than BULIX's 9.37% return. Over the past 10 years, ACMVX has outperformed BULIX with an annualized return of 8.64%, while BULIX has yielded a comparatively lower 7.31% annualized return.
ACMVX
- 1D
- -0.33%
- 1M
- -7.88%
- YTD
- 0.97%
- 6M
- 0.98%
- 1Y
- 7.63%
- 3Y*
- 7.71%
- 5Y*
- 6.57%
- 10Y*
- 8.64%
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
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ACMVX vs. BULIX - Expense Ratio Comparison
ACMVX has a 0.97% expense ratio, which is higher than BULIX's 0.65% expense ratio.
Return for Risk
ACMVX vs. BULIX — Risk / Return Rank
ACMVX
BULIX
ACMVX vs. BULIX - 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 Utilities Fund (BULIX). 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.
| ACMVX | BULIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.50 | -0.96 |
Sortino ratioReturn per unit of downside risk | 0.88 | 2.00 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.28 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.89 | -2.19 |
Martin ratioReturn relative to average drawdown | 2.60 | 7.19 | -4.59 |
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
| ACMVX | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.50 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.58 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.41 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.47 | +0.07 |
Correlation
The correlation between ACMVX and BULIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ACMVX vs. BULIX - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 14.25%, more than BULIX's 10.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 14.25% | 14.46% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% |
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Drawdowns
ACMVX vs. BULIX - Drawdown Comparison
The maximum ACMVX drawdown since its inception was -51.19%, smaller than the maximum BULIX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for ACMVX and BULIX.
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Drawdown Indicators
| ACMVX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.19% | -55.21% | +4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -8.34% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -17.46% | -24.56% | +7.10% |
Max Drawdown (10Y)Largest decline over 10 years | -39.24% | -33.86% | -5.38% |
Current DrawdownCurrent decline from peak | -7.99% | -2.97% | -5.02% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -10.06% | +4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 3.35% | -0.42% |
Volatility
ACMVX vs. BULIX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund (ACMVX) is 3.69%, while American Century Utilities Fund (BULIX) has a volatility of 4.86%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACMVX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 4.86% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 9.76% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.57% | 15.50% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 16.57% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 17.99% | -0.54% |