AMDVX vs. FSMDX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and Fidelity Mid Cap Index Fund (FSMDX).
AMDVX is managed by American Century Investments. It was launched on Jul 26, 2013. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMDVX or FSMDX.
Correlation
The correlation between AMDVX and FSMDX is 0.89, 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.
Performance
AMDVX vs. FSMDX - Performance Comparison
Key characteristics
AMDVX:
0.42
FSMDX:
1.28
AMDVX:
0.61
FSMDX:
1.82
AMDVX:
1.09
FSMDX:
1.23
AMDVX:
0.26
FSMDX:
1.87
AMDVX:
1.12
FSMDX:
5.08
AMDVX:
4.92%
FSMDX:
3.28%
AMDVX:
13.09%
FSMDX:
13.02%
AMDVX:
-41.78%
FSMDX:
-40.35%
AMDVX:
-16.44%
FSMDX:
-3.71%
Returns By Period
In the year-to-date period, AMDVX achieves a 3.60% return, which is significantly lower than FSMDX's 4.83% return. Over the past 10 years, AMDVX has underperformed FSMDX with an annualized return of 1.45%, while FSMDX has yielded a comparatively higher 8.47% annualized return.
AMDVX
3.60%
1.39%
-2.59%
5.79%
0.65%
1.45%
FSMDX
4.83%
1.14%
8.22%
17.92%
9.31%
8.47%
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AMDVX vs. FSMDX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
AMDVX vs. FSMDX — Risk-Adjusted Performance Rank
AMDVX
FSMDX
AMDVX vs. FSMDX - Risk-Adjusted Performance Comparison
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.
Dividends
AMDVX vs. FSMDX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 2.00%, more than FSMDX's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDVX American Century Mid Cap Value R6 | 2.00% | 2.07% | 2.06% | 2.16% | 1.79% | 1.64% | 1.80% | 2.35% | 1.93% | 1.62% | 1.57% | 1.47% |
FSMDX Fidelity Mid Cap Index Fund | 1.12% | 1.17% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% |
Drawdowns
AMDVX vs. FSMDX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -41.78%, 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. For additional features, visit the drawdowns tool.
Volatility
AMDVX vs. FSMDX - Volatility Comparison
American Century Mid Cap Value R6 (AMDVX) has a higher volatility of 3.20% compared to Fidelity Mid Cap Index Fund (FSMDX) at 2.97%. This indicates that AMDVX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.