AMDVX vs. FGSAX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX).
AMDVX is managed by American Century. It was launched on Jul 26, 2013. FGSAX is managed by Federated. It was launched on Aug 23, 1984.
Performance
AMDVX vs. FGSAX - Performance Comparison
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AMDVX vs. FGSAX - 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% |
FGSAX Federated Hermes MDT Mid Cap Growth Fund | -9.53% | 10.54% | 32.97% | 27.05% | -24.60% | 22.39% | 35.50% | 27.95% | -3.23% | 24.38% |
Returns By Period
In the year-to-date period, AMDVX achieves a 1.04% return, which is significantly higher than FGSAX's -9.53% return. Over the past 10 years, AMDVX has underperformed FGSAX with an annualized return of 9.11%, while FGSAX has yielded a comparatively higher 13.50% 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%
FGSAX
- 1D
- -0.79%
- 1M
- -9.34%
- YTD
- -9.53%
- 6M
- -11.83%
- 1Y
- 8.15%
- 3Y*
- 15.50%
- 5Y*
- 9.26%
- 10Y*
- 13.50%
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AMDVX vs. FGSAX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is lower than FGSAX's 1.15% expense ratio.
Return for Risk
AMDVX vs. FGSAX — Risk / Return Rank
AMDVX
FGSAX
AMDVX vs. FGSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX). 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 | FGSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.27 | +0.30 |
Sortino ratioReturn per unit of downside risk | 0.92 | 0.54 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.29 | +0.44 |
Martin ratioReturn relative to average drawdown | 2.74 | 0.89 | +1.85 |
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 | FGSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.27 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.42 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.61 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.47 | +0.08 |
Correlation
The correlation between AMDVX and FGSAX is 0.66, 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. FGSAX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 14.60%, more than FGSAX's 5.44% 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% |
FGSAX Federated Hermes MDT Mid Cap Growth Fund | 5.44% | 4.92% | 4.32% | 0.00% | 2.31% | 25.75% | 7.07% | 8.13% | 14.46% | 13.93% | 0.89% | 25.34% |
Drawdowns
AMDVX vs. FGSAX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum FGSAX drawdown of -66.17%. Use the drawdown chart below to compare losses from any high point for AMDVX and FGSAX.
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Drawdown Indicators
| AMDVX | FGSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -66.17% | +26.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -13.73% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -35.79% | +18.83% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -37.19% | -2.02% |
Current DrawdownCurrent decline from peak | -7.98% | -13.73% | +5.75% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -16.19% | +12.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 4.50% | -1.59% |
Volatility
AMDVX vs. FGSAX - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 3.70%, while Federated Hermes MDT Mid Cap Growth Fund (FGSAX) has a volatility of 5.44%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than FGSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMDVX | FGSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 5.44% | -1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 13.89% | -5.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 20.42% | -4.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 22.39% | -7.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 22.29% | -4.82% |