ACMVX vs. TMCPX
Compare and contrast key facts about American Century Mid Cap Value Fund (ACMVX) and Touchstone Mid Cap Fund (TMCPX).
ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004. TMCPX is managed by Touchstone. It was launched on Jan 2, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACMVX or TMCPX.
Key characteristics
| ACMVX | TMCPX | |
|---|---|---|
| YTD Return | 10.80% | 8.88% |
| 1Y Return | 16.93% | 16.29% |
| 3Y Return (Ann) | 6.74% | 7.10% |
| 5Y Return (Ann) | 10.22% | 10.88% |
| 10Y Return (Ann) | 8.67% | 10.57% |
| Sharpe Ratio | 1.43 | 1.03 |
| Daily Std Dev | 11.50% | 15.62% |
| Max Drawdown | -51.19% | -58.03% |
| Current Drawdown | 0.00% | -0.56% |
Correlation
The correlation between ACMVX and TMCPX 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. TMCPX - Performance Comparison
In the year-to-date period, ACMVX achieves a 10.80% return, which is significantly higher than TMCPX's 8.88% return. Over the past 10 years, ACMVX has underperformed TMCPX with an annualized return of 8.67%, while TMCPX has yielded a comparatively higher 10.57% 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. TMCPX - Expense Ratio Comparison
ACMVX has a 0.97% expense ratio, which is higher than TMCPX's 0.93% expense ratio.
Risk-Adjusted Performance
ACMVX vs. TMCPX - 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 Fund (TMCPX). 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. TMCPX - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 4.73%, more than TMCPX's 0.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 4.73% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% | 11.12% | 7.41% |
TMCPX Touchstone Mid Cap Fund | 0.84% | 0.92% | 1.43% | 2.80% | 1.93% | 2.96% | 3.95% | 1.10% | 0.58% | 0.06% | 0.21% | 0.22% |
Drawdowns
ACMVX vs. TMCPX - Drawdown Comparison
The maximum ACMVX drawdown since its inception was -51.19%, smaller than the maximum TMCPX drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for ACMVX and TMCPX. For additional features, visit the drawdowns tool.
Volatility
ACMVX vs. TMCPX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund (ACMVX) is 3.94%, while Touchstone Mid Cap Fund (TMCPX) has a volatility of 5.57%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than TMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.