ACMVX vs. GTSGX
Compare and contrast key facts about American Century Mid Cap Value Fund (ACMVX) and Madison Mid Cap Fund (GTSGX).
ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACMVX or GTSGX.
Key characteristics
| ACMVX | GTSGX | |
|---|---|---|
| YTD Return | 4.78% | 6.51% |
| 1Y Return | 13.24% | 31.39% |
| 3Y Return (Ann) | 4.41% | 9.24% |
| 5Y Return (Ann) | 9.03% | 12.92% |
| 10Y Return (Ann) | 8.86% | 11.83% |
| Sharpe Ratio | 1.04 | 2.28 |
| Daily Std Dev | 11.26% | 13.05% |
| Max Drawdown | -51.19% | -38.25% |
| Current Drawdown | 0.00% | -2.85% |
Correlation
The correlation between ACMVX and GTSGX is 0.88, 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.
Performance
ACMVX vs. GTSGX - Performance Comparison
In the year-to-date period, ACMVX achieves a 4.78% return, which is significantly lower than GTSGX's 6.51% return. Over the past 10 years, ACMVX has underperformed GTSGX with an annualized return of 8.86%, while GTSGX has yielded a comparatively higher 11.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACMVX vs. GTSGX - Expense Ratio Comparison
ACMVX has a 0.97% expense ratio, which is higher than GTSGX's 0.95% expense ratio.
Risk-Adjusted Performance
ACMVX vs. GTSGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and Madison Mid Cap Fund (GTSGX). 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.
Dividends
ACMVX vs. GTSGX - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 5.09%, more than GTSGX's 1.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 5.09% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% | 11.12% | 7.41% |
GTSGX Madison Mid Cap Fund | 1.17% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% | 20.06% | 7.05% |
Drawdowns
ACMVX vs. GTSGX - Drawdown Comparison
The maximum ACMVX drawdown since its inception was -51.19%, which is greater than GTSGX's maximum drawdown of -38.25%. Use the drawdown chart below to compare losses from any high point for ACMVX and GTSGX. For additional features, visit the drawdowns tool.
Volatility
ACMVX vs. GTSGX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund (ACMVX) is 2.40%, while Madison Mid Cap Fund (GTSGX) has a volatility of 3.24%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.