ACMVX vs. VDIGX
Compare and contrast key facts about American Century Mid Cap Value Fund (ACMVX) and Vanguard Dividend Growth Fund (VDIGX).
ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACMVX or VDIGX.
Key characteristics
| ACMVX | VDIGX | |
|---|---|---|
| YTD Return | -2.33% | -1.32% |
| 1Y Return | -4.04% | 0.68% |
| 5Y Return (Ann) | 6.31% | 11.02% |
| 10Y Return (Ann) | 9.00% | 10.93% |
| Sharpe Ratio | -0.12 | 0.12 |
| Daily Std Dev | 18.35% | 16.83% |
| Max Drawdown | -51.19% | -45.23% |
Correlation
The correlation between ACMVX and VDIGX is 0.89, 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.
ACMVX vs. VDIGX - Performance Comparison
In the year-to-date period, ACMVX achieves a -2.33% return, which is significantly higher than VDIGX's -1.32% return. Over the past 10 years, ACMVX has underperformed VDIGX with an annualized return of 9.00%, while VDIGX has yielded a comparatively higher 10.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
ACMVX vs. VDIGX - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 15.59%, more than VDIGX's 6.27% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 15.59% | 15.03% | 18.37% | 2.47% | 2.01% | 19.60% | 14.98% | 7.01% | 19.92% | 22.21% | 16.47% | 10.34% |
VDIGX Vanguard Dividend Growth Fund | 6.27% | 6.06% | 5.78% | 3.17% | 5.43% | 10.70% | 6.79% | 3.97% | 8.13% | 5.15% | 3.56% | 3.53% |
ACMVX vs. VDIGX - Expense Ratio Comparison
ACMVX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and Vanguard Dividend Growth Fund (VDIGX). 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | -0.12 | ||||
VDIGX Vanguard Dividend Growth Fund | 0.12 |
ACMVX vs. VDIGX - Drawdown Comparison
The maximum ACMVX drawdown for the period was -10.09%, roughly equal to the maximum VDIGX drawdown of -9.30%. The drawdown chart below compares losses from any high point along the way for ACMVX and VDIGX
ACMVX vs. VDIGX - Volatility Comparison
American Century Mid Cap Value Fund (ACMVX) has a higher volatility of 3.80% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.80%. This indicates that ACMVX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.