AMDVX vs. FMPOX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX).
AMDVX is managed by American Century. It was launched on Jul 26, 2013. FMPOX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
AMDVX vs. FMPOX - Performance Comparison
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AMDVX vs. FMPOX - 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% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 0.59% | 13.02% | 14.48% | 22.51% | -10.62% | 33.96% | 0.95% | 23.61% | -18.93% | 17.03% |
Returns By Period
In the year-to-date period, AMDVX achieves a 1.04% return, which is significantly higher than FMPOX's 0.59% return. Over the past 10 years, AMDVX has underperformed FMPOX with an annualized return of 9.11%, while FMPOX has yielded a comparatively higher 9.64% 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%
FMPOX
- 1D
- -1.08%
- 1M
- -9.30%
- YTD
- 0.59%
- 6M
- 5.72%
- 1Y
- 19.27%
- 3Y*
- 16.07%
- 5Y*
- 10.21%
- 10Y*
- 9.64%
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AMDVX vs. FMPOX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is higher than FMPOX's 0.59% expense ratio.
Return for Risk
AMDVX vs. FMPOX — Risk / Return Rank
AMDVX
FMPOX
AMDVX vs. FMPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX). 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 | FMPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.92 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.42 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.20 | -0.47 |
Martin ratioReturn relative to average drawdown | 2.74 | 4.92 | -2.18 |
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 | FMPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.92 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.51 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.46 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.37 | +0.18 |
Correlation
The correlation between AMDVX and FMPOX is 0.93, 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.
Dividends
AMDVX vs. FMPOX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 14.60%, more than FMPOX's 7.80% 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% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 7.80% | 8.26% | 10.51% | 1.17% | 13.25% | 1.31% | 2.00% | 1.86% | 14.92% | 8.99% | 1.37% | 5.23% |
Drawdowns
AMDVX vs. FMPOX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum FMPOX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for AMDVX and FMPOX.
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Drawdown Indicators
| AMDVX | FMPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -61.76% | +22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -14.75% | +3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -23.74% | +6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -45.11% | +5.90% |
Current DrawdownCurrent decline from peak | -7.98% | -10.29% | +2.31% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -9.13% | +5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.59% | -0.68% |
Volatility
AMDVX vs. FMPOX - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 3.70%, while Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a volatility of 5.62%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than FMPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMDVX | FMPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 5.62% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 11.76% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 21.47% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 20.12% | -5.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 21.05% | -3.58% |