AMDVX vs. HMVYX
AMDVX (American Century Mid Cap Value R6) and HMVYX (Hartford MidCap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, AMDVX returned 9.86%/yr vs 9.88%/yr for HMVYX. Their correlation of 0.93 means they have usually moved in the same direction. AMDVX charges 0.63%/yr vs 0.88%/yr for HMVYX.
Performance
AMDVX vs. HMVYX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AMDVX having a 15.80% return and HMVYX slightly lower at 15.50%. Both investments have delivered pretty close results over the past 10 years, with AMDVX having a 9.86% annualized return and HMVYX not far ahead at 9.88%.
AMDVX
- 1D
- -0.70%
- 1M
- 2.35%
- 6M
- 11.07%
- YTD
- 15.80%
- 1Y
- 21.70%
- 3Y*
- 11.69%
- 5Y*
- 9.16%
- 10Y*
- 9.86%
- ALL TIME*
- 10.14%
HMVYX
- 1D
- -0.34%
- 1M
- -2.08%
- 6M
- 10.10%
- YTD
- 15.50%
- 1Y
- 22.22%
- 3Y*
- 10.58%
- 5Y*
- 9.37%
- 10Y*
- 9.88%
- ALL TIME*
- 9.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AMDVX vs. HMVYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMDVX American Century Mid Cap Value R6 | 15.80% | 9.21% | 8.87% | 6.54% | -0.35% | 23.83% | 1.99% | 29.32% | -12.18% | 11.95% |
HMVYX Hartford MidCap Value Fund | 15.50% | 4.58% | 10.25% | 16.17% | -7.77% | 28.41% | 0.51% | 33.72% | -14.61% | 13.37% |
Correlation
The correlation between AMDVX and HMVYX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.93 |
The correlation between AMDVX and HMVYX has been stable across timeframes, ranging from 0.87 to 0.93 - a consistent structural relationship.
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Return for Risk
AMDVX vs. HMVYX — Risk / Return Rank
AMDVX
HMVYX
AMDVX vs. HMVYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Hartford MidCap Value Fund (HMVYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMDVX | HMVYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.28 | +0.11 |
| Martin ratioReturn relative to average drawdown | 7.85 | 7.85 | 0.00 |
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Drawdowns
AMDVX vs. HMVYX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum HMVYX drawdown of -62.75%. Use the drawdown chart below to compare losses from any high point for AMDVX and HMVYX.
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Drawdown Indicators
| AMDVX | HMVYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -62.75% | +23.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -8.73% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -14.50% | -22.52% | +8.02% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -22.52% | +5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -44.47% | +5.26% |
Current DrawdownCurrent decline from peak | -1.11% | -2.08% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -8.93% | +4.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.53% | +0.04% |
Volatility
AMDVX vs. HMVYX - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 3.41%, while Hartford MidCap Value Fund (HMVYX) has a volatility of 3.67%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than HMVYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMDVX | HMVYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.67% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 10.93% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.86% | 14.83% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 18.17% | -3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 20.55% | -3.15% |
AMDVX vs. HMVYX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is lower than HMVYX's 0.88% expense ratio.
Dividends
AMDVX vs. HMVYX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 12.99%, more than HMVYX's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDVX American Century Mid Cap Value R6 | 12.99% | 14.83% | 9.13% | 5.59% | 15.97% | 16.32% | 2.14% | 1.79% | 15.04% | 9.85% | 4.38% | 11.43% |
HMVYX Hartford MidCap Value Fund | 3.72% | 4.30% | 11.36% | 6.44% | 10.05% | 6.82% | 0.57% | 5.05% | 12.94% | 2.53% | 7.04% | 8.09% |
Frequently Asked Questions
AMDVX and HMVYX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HMVYX has higher volatility (3.67%) compared to AMDVX (3.41%). In terms of maximum drawdown, AMDVX dropped -39.21% vs HMVYX's -62.75%.
AMDVX currently has the higher Sharpe Ratio (1.71 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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