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ACMVX vs. MVCAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ACMVX and MVCAX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

ACMVX vs. MVCAX - Performance Comparison

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

300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
555.42%
316.12%
ACMVX
MVCAX

Key characteristics

Sharpe Ratio

ACMVX:

0.23

MVCAX:

-0.38

Sortino Ratio

ACMVX:

0.43

MVCAX:

-0.38

Omega Ratio

ACMVX:

1.06

MVCAX:

0.94

Calmar Ratio

ACMVX:

0.23

MVCAX:

-0.28

Martin Ratio

ACMVX:

0.84

MVCAX:

-0.74

Ulcer Index

ACMVX:

4.07%

MVCAX:

10.46%

Daily Std Dev

ACMVX:

14.84%

MVCAX:

20.59%

Max Drawdown

ACMVX:

-51.19%

MVCAX:

-59.10%

Current Drawdown

ACMVX:

-8.89%

MVCAX:

-21.60%

Returns By Period

In the year-to-date period, ACMVX achieves a -2.73% return, which is significantly higher than MVCAX's -7.27% return. Over the past 10 years, ACMVX has outperformed MVCAX with an annualized return of 7.50%, while MVCAX has yielded a comparatively lower 4.09% annualized return.


ACMVX

YTD

-2.73%

1M

-4.74%

6M

-4.04%

1Y

3.73%

5Y*

12.41%

10Y*

7.50%

MVCAX

YTD

-7.27%

1M

-5.89%

6M

-17.18%

1Y

-7.73%

5Y*

10.28%

10Y*

4.09%

*Annualized

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ACMVX vs. MVCAX - Expense Ratio Comparison

ACMVX has a 0.97% expense ratio, which is lower than MVCAX's 1.02% expense ratio.


Expense ratio chart for MVCAX: current value is 1.02%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
MVCAX: 1.02%
Expense ratio chart for ACMVX: current value is 0.97%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ACMVX: 0.97%

Risk-Adjusted Performance

ACMVX vs. MVCAX — Risk-Adjusted Performance Rank

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

ACMVX
The Risk-Adjusted Performance Rank of ACMVX is 3737
Overall Rank
The Sharpe Ratio Rank of ACMVX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of ACMVX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of ACMVX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of ACMVX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of ACMVX is 3737
Martin Ratio Rank

MVCAX
The Risk-Adjusted Performance Rank of MVCAX is 66
Overall Rank
The Sharpe Ratio Rank of MVCAX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of MVCAX is 66
Sortino Ratio Rank
The Omega Ratio Rank of MVCAX is 66
Omega Ratio Rank
The Calmar Ratio Rank of MVCAX is 55
Calmar Ratio Rank
The Martin Ratio Rank of MVCAX is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ACMVX vs. MVCAX - Risk-Adjusted Performance Comparison

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


The chart of Sharpe ratio for ACMVX, currently valued at 0.23, compared to the broader market-1.000.001.002.003.00
ACMVX: 0.23
MVCAX: -0.38
The chart of Sortino ratio for ACMVX, currently valued at 0.43, compared to the broader market-2.000.002.004.006.008.00
ACMVX: 0.43
MVCAX: -0.38
The chart of Omega ratio for ACMVX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
ACMVX: 1.06
MVCAX: 0.94
The chart of Calmar ratio for ACMVX, currently valued at 0.23, compared to the broader market0.002.004.006.008.0010.00
ACMVX: 0.23
MVCAX: -0.28
The chart of Martin ratio for ACMVX, currently valued at 0.84, compared to the broader market0.0010.0020.0030.0040.0050.00
ACMVX: 0.84
MVCAX: -0.74

The current ACMVX Sharpe Ratio is 0.23, which is higher than the MVCAX Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of ACMVX and MVCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.23
-0.38
ACMVX
MVCAX

Dividends

ACMVX vs. MVCAX - Dividend Comparison

ACMVX's dividend yield for the trailing twelve months is around 8.93%, more than MVCAX's 1.04% yield.


TTM20242023202220212020201920182017201620152014
ACMVX
American Century Mid Cap Value Fund
8.93%8.76%5.24%15.00%15.95%1.83%1.46%14.51%9.49%4.05%11.06%11.12%
MVCAX
MFS Mid Cap Value Fund
1.04%0.96%1.28%1.40%0.92%0.80%0.91%0.96%0.42%1.12%0.31%7.08%

Drawdowns

ACMVX vs. MVCAX - Drawdown Comparison

The maximum ACMVX drawdown since its inception was -51.19%, smaller than the maximum MVCAX drawdown of -59.10%. Use the drawdown chart below to compare losses from any high point for ACMVX and MVCAX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.89%
-21.60%
ACMVX
MVCAX

Volatility

ACMVX vs. MVCAX - Volatility Comparison

The current volatility for American Century Mid Cap Value Fund (ACMVX) is 10.18%, while MFS Mid Cap Value Fund (MVCAX) has a volatility of 13.13%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than MVCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.18%
13.13%
ACMVX
MVCAX