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AMDVX vs. ACFOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMDVX vs. ACFOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Mid Cap Value R6 (AMDVX) and American Century Investments Focused Dynamic Growth Fund (ACFOX). The values are adjusted to include any dividend payments, if applicable.

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AMDVX vs. ACFOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMDVX
American Century Mid Cap Value R6
1.04%9.21%8.87%6.54%-0.35%23.83%1.99%29.32%-12.18%11.95%
ACFOX
American Century Investments Focused Dynamic Growth Fund
-14.41%20.51%43.30%35.66%-36.32%7.08%73.31%32.30%6.51%34.55%

Returns By Period

In the year-to-date period, AMDVX achieves a 1.04% return, which is significantly higher than ACFOX's -14.41% return. Over the past 10 years, AMDVX has underperformed ACFOX with an annualized return of 9.11%, while ACFOX has yielded a comparatively higher 16.85% annualized return.


AMDVX

1D
-0.33%
1M
-7.87%
YTD
1.04%
6M
1.15%
1Y
7.98%
3Y*
8.10%
5Y*
7.08%
10Y*
9.11%

ACFOX

1D
-0.86%
1M
-8.88%
YTD
-14.41%
6M
-10.23%
1Y
19.65%
3Y*
21.09%
5Y*
6.51%
10Y*
16.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AMDVX vs. ACFOX - Expense Ratio Comparison

AMDVX has a 0.63% expense ratio, which is lower than ACFOX's 0.85% expense ratio.


Return for Risk

AMDVX vs. ACFOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMDVX
AMDVX Risk / Return Rank: 2323
Overall Rank
AMDVX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
AMDVX Sortino Ratio Rank: 2323
Sortino Ratio Rank
AMDVX Omega Ratio Rank: 2020
Omega Ratio Rank
AMDVX Calmar Ratio Rank: 2525
Calmar Ratio Rank
AMDVX Martin Ratio Rank: 2525
Martin Ratio Rank

ACFOX
ACFOX Risk / Return Rank: 3636
Overall Rank
ACFOX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
ACFOX Sortino Ratio Rank: 4242
Sortino Ratio Rank
ACFOX Omega Ratio Rank: 3636
Omega Ratio Rank
ACFOX Calmar Ratio Rank: 3535
Calmar Ratio Rank
ACFOX Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMDVX vs. ACFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and American Century Investments Focused Dynamic Growth Fund (ACFOX). 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.


AMDVXACFOXDifference

Sharpe ratio

Return per unit of total volatility

0.57

0.77

-0.19

Sortino ratio

Return per unit of downside risk

0.92

1.26

-0.34

Omega ratio

Gain probability vs. loss probability

1.12

1.17

-0.05

Calmar ratio

Return relative to maximum drawdown

0.73

0.94

-0.21

Martin ratio

Return relative to average drawdown

2.74

3.40

-0.66

AMDVX vs. ACFOX - Sharpe Ratio Comparison

The current AMDVX Sharpe Ratio is 0.57, which is comparable to the ACFOX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of AMDVX and ACFOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMDVXACFOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

0.77

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.26

+0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.71

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.52

+0.03

Correlation

The correlation between AMDVX and ACFOX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AMDVX vs. ACFOX - Dividend Comparison

AMDVX's dividend yield for the trailing twelve months is around 14.60%, more than ACFOX's 8.83% yield.


TTM20252024202320222021202020192018201720162015
AMDVX
American Century Mid Cap Value R6
14.60%14.83%9.13%5.59%15.97%16.32%2.14%1.79%15.04%9.85%4.38%11.43%
ACFOX
American Century Investments Focused Dynamic Growth Fund
8.83%7.56%0.00%0.00%0.00%2.48%0.62%0.00%0.00%0.00%1.15%1.33%

Drawdowns

AMDVX vs. ACFOX - Drawdown Comparison

The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum ACFOX drawdown of -58.92%. Use the drawdown chart below to compare losses from any high point for AMDVX and ACFOX.


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Drawdown Indicators


AMDVXACFOXDifference

Max Drawdown

Largest peak-to-trough decline

-39.21%

-58.92%

+19.71%

Max Drawdown (1Y)

Largest decline over 1 year

-10.95%

-16.52%

+5.57%

Max Drawdown (5Y)

Largest decline over 5 years

-16.96%

-43.77%

+26.81%

Max Drawdown (10Y)

Largest decline over 10 years

-39.21%

-43.77%

+4.56%

Current Drawdown

Current decline from peak

-7.98%

-16.52%

+8.54%

Average Drawdown

Average peak-to-trough decline

-4.00%

-14.81%

+10.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.91%

4.56%

-1.65%

Volatility

AMDVX vs. ACFOX - Volatility Comparison

The current volatility for American Century Mid Cap Value R6 (AMDVX) is 3.70%, while American Century Investments Focused Dynamic Growth Fund (ACFOX) has a volatility of 6.86%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than ACFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMDVXACFOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.70%

6.86%

-3.16%

Volatility (6M)

Calculated over the trailing 6-month period

8.54%

14.48%

-5.94%

Volatility (1Y)

Calculated over the trailing 1-year period

15.54%

24.83%

-9.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.62%

25.20%

-10.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.47%

23.67%

-6.20%