AMDVX vs. BULIX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and American Century Utilities Fund (BULIX).
AMDVX is managed by American Century. It was launched on Jul 26, 2013. BULIX is managed by American Century. It was launched on Feb 28, 1993.
Performance
AMDVX vs. BULIX - Performance Comparison
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AMDVX vs. BULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
Returns By Period
In the year-to-date period, AMDVX achieves a 1.04% return, which is significantly lower than BULIX's 9.37% return. Over the past 10 years, AMDVX has outperformed BULIX with an annualized return of 9.11%, while BULIX has yielded a comparatively lower 7.31% 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%
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
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AMDVX vs. BULIX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is lower than BULIX's 0.65% expense ratio.
Return for Risk
AMDVX vs. BULIX — Risk / Return Rank
AMDVX
BULIX
AMDVX vs. BULIX - 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 Utilities Fund (BULIX). 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.
| AMDVX | BULIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.50 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.92 | 2.00 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.28 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 2.89 | -2.16 |
Martin ratioReturn relative to average drawdown | 2.74 | 7.19 | -4.45 |
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
| AMDVX | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.50 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.58 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.41 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.47 | +0.08 |
Correlation
The correlation between AMDVX and BULIX 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. BULIX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 14.60%, more than BULIX's 10.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Drawdowns
AMDVX vs. BULIX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum BULIX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for AMDVX and BULIX.
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Drawdown Indicators
| AMDVX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -55.21% | +16.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -8.34% | -2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -24.56% | +7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -33.86% | -5.35% |
Current DrawdownCurrent decline from peak | -7.98% | -2.97% | -5.01% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -10.06% | +6.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.35% | -0.44% |
Volatility
AMDVX vs. BULIX - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 3.70%, while American Century Utilities Fund (BULIX) has a volatility of 4.86%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMDVX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 4.86% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 9.76% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 15.50% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 16.57% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 17.99% | -0.52% |