ACMVX vs. TEGAX
Compare and contrast key facts about American Century Mid Cap Value Fund (ACMVX) and Touchstone Mid Cap Growth Fund (TEGAX).
ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004. TEGAX is managed by Touchstone. It was launched on Oct 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACMVX or TEGAX.
Performance
ACMVX vs. TEGAX - Performance Comparison
Returns By Period
In the year-to-date period, ACMVX achieves a 12.77% return, which is significantly lower than TEGAX's 17.13% return. Over the past 10 years, ACMVX has underperformed TEGAX with an annualized return of 1.17%, while TEGAX has yielded a comparatively higher 3.24% annualized return.
ACMVX
12.77%
0.52%
7.83%
16.71%
2.49%
1.17%
TEGAX
17.13%
4.24%
10.85%
28.88%
3.62%
3.24%
Key characteristics
ACMVX | TEGAX | |
---|---|---|
Sharpe Ratio | 1.55 | 1.89 |
Sortino Ratio | 2.18 | 2.64 |
Omega Ratio | 1.28 | 1.32 |
Calmar Ratio | 0.72 | 0.91 |
Martin Ratio | 6.90 | 6.25 |
Ulcer Index | 2.52% | 4.83% |
Daily Std Dev | 11.25% | 15.97% |
Max Drawdown | -55.52% | -58.44% |
Current Drawdown | -11.32% | -13.62% |
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. TEGAX - Expense Ratio Comparison
ACMVX has a 0.97% expense ratio, which is lower than TEGAX's 1.21% expense ratio.
Correlation
The correlation between ACMVX and TEGAX is 0.82, 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.
Risk-Adjusted Performance
ACMVX vs. TEGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and Touchstone Mid Cap Growth Fund (TEGAX). 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. TEGAX - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 1.51%, while TEGAX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Century Mid Cap Value Fund | 1.51% | 1.72% | 1.80% | 1.42% | 1.33% | 1.46% | 1.81% | 1.58% | 1.29% | 1.18% | 1.11% | 1.30% |
Touchstone Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACMVX vs. TEGAX - Drawdown Comparison
The maximum ACMVX drawdown since its inception was -55.52%, roughly equal to the maximum TEGAX drawdown of -58.44%. Use the drawdown chart below to compare losses from any high point for ACMVX and TEGAX. For additional features, visit the drawdowns tool.
Volatility
ACMVX vs. TEGAX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund (ACMVX) is 3.78%, while Touchstone Mid Cap Growth Fund (TEGAX) has a volatility of 5.81%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than TEGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.