AMDVX vs. FSMDX

In the year-to-date period, AMDVX achieves a 1.35% return, which is significantly higher than FSMDX's 1.04% return. Over the past 10 years, AMDVX has underperformed FSMDX with an annualized return of 8.28%, while FSMDX has yielded a comparatively higher 9.24% annualized return.

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AMDVX has a 0.63% expense ratio, which is higher than FSMDX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Fidelity Mid Cap Index Fund (FSMDX). 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.

The current AMDVX Sharpe Ratio is 0.54, which is comparable to the FSMDX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of AMDVX and FSMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AMDVX's dividend yield for the trailing twelve months is around 8.95%, more than FSMDX's 2.29% yield.

The maximum AMDVX drawdown since its inception was -39.21%, roughly equal to the maximum FSMDX drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for AMDVX and FSMDX.

The current volatility for American Century Mid Cap Value R6 (AMDVX) is 4.89%, while Fidelity Mid Cap Index Fund (FSMDX) has a volatility of 5.21%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.