ACSMX vs. ACUSX
ACSMX (Advisors Capital Small/Mid Cap Fund) and ACUSX (Advisors Capital US Dividend Fund) are both mutual funds — ACSMX is a Small Cap Growth Equities fund managed by Advisors Capital, while ACUSX is a Large Cap Blend Equities fund managed by Advisors Capital. Over the past 5 years, ACSMX returned 1.13%/yr vs 6.59%/yr for ACUSX. Their correlation of 0.81 suggests significant overlap in exposure. Both charge a 1.95% expense ratio.
Performance
ACSMX vs. ACUSX - Performance Comparison
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Returns By Period
In the year-to-date period, ACSMX achieves a -4.16% return, which is significantly lower than ACUSX's 2.93% return.
ACSMX
- 1D
- 1.69%
- 1M
- 5.14%
- YTD
- -4.16%
- 6M
- -3.82%
- 1Y
- 8.62%
- 3Y*
- 10.34%
- 5Y*
- 1.13%
- 10Y*
- —
ACUSX
- 1D
- 1.20%
- 1M
- 3.23%
- YTD
- 2.93%
- 6M
- 3.23%
- 1Y
- 22.99%
- 3Y*
- 14.49%
- 5Y*
- 6.59%
- 10Y*
- —
ACSMX vs. ACUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ACSMX Advisors Capital Small/Mid Cap Fund | -4.16% | 4.92% | 15.29% | 22.38% | -28.60% | 6.89% |
ACUSX Advisors Capital US Dividend Fund | 2.93% | 13.11% | 15.45% | 17.27% | -21.05% | 15.44% |
Correlation
The correlation between ACSMX and ACUSX is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2021 | 0.81 |
The correlation between ACSMX and ACUSX has been stable across timeframes, ranging from 0.73 to 0.81 — a consistent structural relationship.
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Return for Risk
ACSMX vs. ACUSX — Risk / Return Rank
ACSMX
ACUSX
ACSMX vs. ACUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Advisors Capital Small/Mid Cap Fund (ACSMX) and Advisors Capital US Dividend Fund (ACUSX). 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.
| ACSMX | ACUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 2.16 | -1.60 |
Sortino ratioReturn per unit of downside risk | 0.93 | 3.02 | -2.09 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.40 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 3.31 | -2.81 |
Martin ratioReturn relative to average drawdown | 1.39 | 13.23 | -11.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACSMX | ACUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 2.16 | -1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.01 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.01 | -0.01 |
Drawdowns
ACSMX vs. ACUSX - Drawdown Comparison
The maximum ACSMX drawdown since its inception was -98.41%, roughly equal to the maximum ACUSX drawdown of -96.85%. Use the drawdown chart below to compare losses from any high point for ACSMX and ACUSX.
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Drawdown Indicators
| ACSMX | ACUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.41% | -96.85% | -1.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.04% | -6.82% | -9.22% |
Max Drawdown (5Y)Largest decline over 5 years | -98.41% | -96.85% | -1.56% |
Current DrawdownCurrent decline from peak | -98.13% | -95.84% | -2.29% |
Average DrawdownAverage peak-to-trough decline | -36.52% | -29.98% | -6.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 1.71% | +4.11% |
Volatility
ACSMX vs. ACUSX - Volatility Comparison
Advisors Capital Small/Mid Cap Fund (ACSMX) has a higher volatility of 6.23% compared to Advisors Capital US Dividend Fund (ACUSX) at 4.46%. This indicates that ACSMX's price experiences larger fluctuations and is considered to be riskier than ACUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACSMX | ACUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 4.46% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 13.54% | 8.25% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 11.28% | +6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,831.52% | 1,173.45% | +1,658.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,814.79% | 1,166.05% | +1,648.74% |
ACSMX vs. ACUSX - Expense Ratio Comparison
Both ACSMX and ACUSX have an expense ratio of 1.95%.
Dividends
ACSMX vs. ACUSX - Dividend Comparison
Neither ACSMX nor ACUSX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ACSMX Advisors Capital Small/Mid Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% |
ACUSX Advisors Capital US Dividend Fund | 0.00% | 0.00% | 0.04% | 0.19% |