AMDVX vs. MXMDX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and Great-West S&P Mid Cap 400 Index Fund (MXMDX).
AMDVX is managed by American Century. It was launched on Jul 26, 2013. MXMDX is managed by Great-West. It was launched on Jan 20, 2011.
Performance
AMDVX vs. MXMDX - Performance Comparison
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AMDVX vs. MXMDX - 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% |
MXMDX Great-West S&P Mid Cap 400 Index Fund | -0.47% | 6.90% | 13.23% | 15.75% | -13.60% | 24.25% | 12.84% | 25.48% | -12.02% | 15.01% |
Returns By Period
In the year-to-date period, AMDVX achieves a 1.04% return, which is significantly higher than MXMDX's -0.47% return. Both investments have delivered pretty close results over the past 10 years, with AMDVX having a 9.11% annualized return and MXMDX not far behind at 9.01%.
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%
MXMDX
- 1D
- -0.80%
- 1M
- -8.07%
- YTD
- -0.47%
- 6M
- 0.97%
- 1Y
- 13.42%
- 3Y*
- 10.38%
- 5Y*
- 5.69%
- 10Y*
- 9.01%
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AMDVX vs. MXMDX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is higher than MXMDX's 0.55% expense ratio.
Return for Risk
AMDVX vs. MXMDX — Risk / Return Rank
AMDVX
MXMDX
AMDVX vs. MXMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Great-West S&P Mid Cap 400 Index Fund (MXMDX). 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 | MXMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.57 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.92 | 0.97 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.78 | -0.05 |
Martin ratioReturn relative to average drawdown | 2.74 | 3.41 | -0.67 |
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 | MXMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.57 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.29 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.43 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.41 | +0.15 |
Correlation
The correlation between AMDVX and MXMDX is 0.86, 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. MXMDX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 14.60%, more than MXMDX's 6.69% 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% |
MXMDX Great-West S&P Mid Cap 400 Index Fund | 6.69% | 6.66% | 3.04% | 4.76% | 4.35% | 5.24% | 5.74% | 3.74% | 8.13% | 4.51% | 0.00% | 0.00% |
Drawdowns
AMDVX vs. MXMDX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum MXMDX drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for AMDVX and MXMDX.
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Drawdown Indicators
| AMDVX | MXMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -41.80% | +2.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -14.12% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -24.15% | +7.19% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -41.80% | +2.59% |
Current DrawdownCurrent decline from peak | -7.98% | -8.87% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -6.00% | +2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.45% | -0.54% |
Volatility
AMDVX vs. MXMDX - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 3.70%, while Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a volatility of 5.75%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than MXMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMDVX | MXMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 5.75% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 11.49% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 22.65% | -7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 19.96% | -5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 21.18% | -3.71% |