AMDVX vs. TWHIX
AMDVX (American Century Mid Cap Value R6) and TWHIX (American Century Heritage Fund) are both mutual funds - AMDVX is a Mid Cap Value Equities fund managed by American Century, while TWHIX is a Mid Cap Growth Equities fund managed by American Century. Over the past 10 years, AMDVX returned 9.86%/yr vs 11.27%/yr for TWHIX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. AMDVX charges 0.63%/yr vs 1.00%/yr for TWHIX.
Performance
AMDVX vs. TWHIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AMDVX achieves a 15.80% return, which is significantly higher than TWHIX's 3.13% return. Over the past 10 years, AMDVX has underperformed TWHIX with an annualized return of 9.86%, while TWHIX has yielded a comparatively higher 11.27% annualized return.
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%
TWHIX
- 1D
- 2.10%
- 1M
- -3.99%
- 6M
- 3.23%
- YTD
- 3.13%
- 1Y
- 0.36%
- 3Y*
- 11.89%
- 5Y*
- 3.31%
- 10Y*
- 11.27%
- ALL TIME*
- 10.98%
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. TWHIX - 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% |
TWHIX American Century Heritage Fund | 3.13% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 42.61% | 35.50% | -5.08% | 21.83% |
Correlation
The correlation between AMDVX and TWHIX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.68 |
Over the past year, the correlation between AMDVX and TWHIX has dropped to 0.48 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AMDVX vs. TWHIX — Risk / Return Rank
AMDVX
TWHIX
AMDVX vs. TWHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and American Century Heritage Fund (TWHIX). 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 | TWHIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.82 | ||
| Sortino ratioReturn per unit of downside risk | +2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.00 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | -0.13 | +2.51 |
| Martin ratioReturn relative to average drawdown | 7.85 | -0.36 | +8.20 |
Loading charts...
Drawdowns
AMDVX vs. TWHIX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum TWHIX drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for AMDVX and TWHIX.
Loading charts...
Drawdown Indicators
| AMDVX | TWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -56.98% | +17.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -15.82% | +7.35% |
Max Drawdown (3Y)Largest decline over 3 years | -14.50% | -26.30% | +11.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -40.34% | +23.38% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -40.34% | +1.13% |
Current DrawdownCurrent decline from peak | -1.11% | -5.18% | +4.07% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -12.21% | +8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 5.57% | -3.00% |
Volatility
AMDVX vs. TWHIX - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 3.41%, while American Century Heritage Fund (TWHIX) has a volatility of 4.82%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than TWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AMDVX | TWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 4.82% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 14.77% | -6.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.86% | 18.53% | -6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 23.41% | -8.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 22.85% | -5.45% |
AMDVX vs. TWHIX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is lower than TWHIX's 1.00% expense ratio.
Dividends
AMDVX vs. TWHIX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 12.99%, less than TWHIX's 21.47% 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% |
TWHIX American Century Heritage Fund | 21.47% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% |
Frequently Asked Questions
AMDVX and TWHIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TWHIX has higher volatility (4.82%) compared to AMDVX (3.41%). In terms of maximum drawdown, AMDVX dropped -39.21% vs TWHIX's -56.98%.
AMDVX currently has the higher Sharpe Ratio (1.71 vs -0.11), 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.
Find the right allocation for AMDVX and TWHIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer