ACMVX vs. OTCAX
ACMVX (American Century Mid Cap Value Fund) and OTCAX (MFS Mid Cap Growth Fund) are both mutual funds - ACMVX is a Mid Cap Value Equities fund managed by American Century, while OTCAX is a Mid Cap Growth Equities fund managed by MFS. Over the past 10 years, ACMVX returned 9.39%/yr vs 11.54%/yr for OTCAX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. ACMVX charges 0.97%/yr vs 1.00%/yr for OTCAX.
Performance
ACMVX vs. OTCAX - Performance Comparison
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Returns By Period
In the year-to-date period, ACMVX achieves a 15.57% return, which is significantly higher than OTCAX's 2.18% return. Over the past 10 years, ACMVX has underperformed OTCAX with an annualized return of 9.39%, while OTCAX has yielded a comparatively higher 11.54% annualized return.
ACMVX
- 1D
- -0.70%
- 1M
- 2.29%
- 6M
- 10.85%
- YTD
- 15.57%
- 1Y
- 21.24%
- 3Y*
- 11.29%
- 5Y*
- 8.63%
- 10Y*
- 9.39%
- ALL TIME*
- 10.01%
OTCAX
- 1D
- 2.10%
- 1M
- -3.22%
- 6M
- 2.83%
- YTD
- 2.18%
- 1Y
- -1.26%
- 3Y*
- 11.20%
- 5Y*
- 3.22%
- 10Y*
- 11.54%
- ALL TIME*
- 8.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ACMVX vs. OTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 15.57% | 8.77% | 8.50% | 6.18% | -1.34% | 23.41% | 1.63% | 28.89% | -12.63% | 11.57% |
OTCAX MFS Mid Cap Growth Fund | 2.18% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
Correlation
The correlation between ACMVX and OTCAX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2004 | 0.78 |
Over the past year, the correlation between ACMVX and OTCAX has dropped to 0.44 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
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Return for Risk
ACMVX vs. OTCAX — Risk / Return Rank
ACMVX
OTCAX
ACMVX vs. OTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and MFS Mid Cap Growth Fund (OTCAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ACMVX | OTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.85 | ||
| Sortino ratioReturn per unit of downside risk | +2.66 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.99 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | -0.19 | +2.51 |
| Martin ratioReturn relative to average drawdown | 7.62 | -0.46 | +8.08 |
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Drawdowns
ACMVX vs. OTCAX - Drawdown Comparison
The maximum ACMVX drawdown since its inception was -51.19%, smaller than the maximum OTCAX drawdown of -74.39%. Use the drawdown chart below to compare losses from any high point for ACMVX and OTCAX.
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Drawdown Indicators
| ACMVX | OTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.19% | -74.39% | +23.20% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -16.46% | +7.97% |
Max Drawdown (3Y)Largest decline over 3 years | -14.57% | -21.05% | +6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -17.46% | -36.85% | +19.39% |
Max Drawdown (10Y)Largest decline over 10 years | -39.24% | -36.85% | -2.39% |
Current DrawdownCurrent decline from peak | -1.11% | -5.51% | +4.40% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -23.03% | +17.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 6.60% | -4.01% |
Volatility
ACMVX vs. OTCAX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund (ACMVX) is 3.44%, while MFS Mid Cap Growth Fund (OTCAX) has a volatility of 4.82%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACMVX | OTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 4.82% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 14.58% | -5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.82% | 17.73% | -5.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 20.39% | -5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 20.02% | -2.64% |
ACMVX vs. OTCAX - Expense Ratio Comparison
ACMVX has a 0.97% expense ratio, which is lower than OTCAX's 1.00% expense ratio.
Dividends
ACMVX vs. OTCAX - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 12.69%, less than OTCAX's 16.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 12.69% | 14.46% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% |
OTCAX MFS Mid Cap Growth Fund | 16.40% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
Frequently Asked Questions
ACMVX and OTCAX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCAX has higher volatility (4.82%) compared to ACMVX (3.44%). In terms of maximum drawdown, ACMVX dropped -51.19% vs OTCAX's -74.39%.
ACMVX currently has the higher Sharpe Ratio (1.68 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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