AMDVX vs. PVMIX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and Principal MidCap Value Fund I (PVMIX).
AMDVX is managed by American Century. It was launched on Jul 26, 2013. PVMIX is managed by Principal. It was launched on Dec 29, 2003.
Performance
AMDVX vs. PVMIX - Performance Comparison
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AMDVX vs. PVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMDVX American Century Mid Cap Value R6 | 2.59% | 9.21% | 8.87% | 6.54% | -0.35% | 23.83% | 1.99% | 29.32% | -12.18% | 11.95% |
PVMIX Principal MidCap Value Fund I | 4.81% | 6.09% | 33.38% | 11.04% | -5.95% | 30.97% | 6.50% | 26.69% | -11.07% | 14.63% |
Returns By Period
In the year-to-date period, AMDVX achieves a 2.59% return, which is significantly lower than PVMIX's 4.81% return. Over the past 10 years, AMDVX has underperformed PVMIX with an annualized return of 9.27%, while PVMIX has yielded a comparatively higher 12.20% annualized return.
AMDVX
- 1D
- 1.54%
- 1M
- -6.33%
- YTD
- 2.59%
- 6M
- 2.95%
- 1Y
- 9.93%
- 3Y*
- 8.66%
- 5Y*
- 7.25%
- 10Y*
- 9.27%
PVMIX
- 1D
- 1.90%
- 1M
- -5.01%
- YTD
- 4.81%
- 6M
- 5.24%
- 1Y
- 12.80%
- 3Y*
- 17.44%
- 5Y*
- 11.63%
- 10Y*
- 12.20%
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AMDVX vs. PVMIX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is lower than PVMIX's 0.69% expense ratio.
Return for Risk
AMDVX vs. PVMIX — Risk / Return Rank
AMDVX
PVMIX
AMDVX vs. PVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Principal MidCap Value Fund I (PVMIX). 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 | PVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.78 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.18 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.99 | -0.03 |
Martin ratioReturn relative to average drawdown | 3.56 | 4.51 | -0.95 |
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 | PVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.78 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.64 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.64 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.52 | +0.04 |
Correlation
The correlation between AMDVX and PVMIX is 0.95, 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. PVMIX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 14.38%, more than PVMIX's 6.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDVX American Century Mid Cap Value R6 | 14.38% | 14.83% | 9.13% | 5.59% | 15.97% | 16.32% | 2.14% | 1.79% | 15.04% | 9.85% | 4.38% | 11.43% |
PVMIX Principal MidCap Value Fund I | 6.89% | 7.22% | 33.98% | 4.63% | 7.12% | 11.44% | 1.38% | 5.11% | 13.23% | 6.92% | 1.58% | 11.19% |
Drawdowns
AMDVX vs. PVMIX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum PVMIX drawdown of -56.76%. Use the drawdown chart below to compare losses from any high point for AMDVX and PVMIX.
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Drawdown Indicators
| AMDVX | PVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -56.76% | +17.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -12.63% | +1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -17.05% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -41.34% | +2.13% |
Current DrawdownCurrent decline from peak | -6.56% | -5.01% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -6.88% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.77% | +0.17% |
Volatility
AMDVX vs. PVMIX - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 4.16%, while Principal MidCap Value Fund I (PVMIX) has a volatility of 4.52%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than PVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMDVX | PVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 4.52% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 8.93% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 17.02% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.63% | 18.30% | -3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 19.21% | -1.74% |