Correlation
The correlation between AMDVX and VMCIX is 0.82, 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.
AMDVX vs. VMCIX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
AMDVX is managed by American Century Investments. It was launched on Jul 26, 2013. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMDVX or VMCIX.
Performance
AMDVX vs. VMCIX - Performance Comparison
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Key characteristics
AMDVX:
0.63
VMCIX:
0.74
AMDVX:
0.80
VMCIX:
0.97
AMDVX:
1.10
VMCIX:
1.13
AMDVX:
0.52
VMCIX:
0.59
AMDVX:
1.73
VMCIX:
2.14
AMDVX:
4.32%
VMCIX:
5.20%
AMDVX:
15.35%
VMCIX:
18.49%
AMDVX:
-39.21%
VMCIX:
-58.86%
AMDVX:
-4.83%
VMCIX:
-4.39%
Returns By Period
In the year-to-date period, AMDVX achieves a 1.61% return, which is significantly lower than VMCIX's 2.62% return. Over the past 10 years, AMDVX has underperformed VMCIX with an annualized return of 8.29%, while VMCIX has yielded a comparatively higher 9.28% annualized return.
AMDVX
1.61%
3.21%
-4.73%
9.55%
4.54%
11.94%
8.29%
VMCIX
2.62%
5.33%
-4.21%
13.52%
8.62%
12.52%
9.28%
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AMDVX vs. VMCIX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is higher than VMCIX's 0.04% expense ratio.
Risk-Adjusted Performance
AMDVX vs. VMCIX — Risk-Adjusted Performance Rank
AMDVX
VMCIX
AMDVX vs. VMCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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.
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Dividends
AMDVX vs. VMCIX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 8.93%, more than VMCIX's 1.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDVX American Century Mid Cap Value R6 | 8.93% | 9.13% | 5.59% | 15.36% | 16.31% | 2.14% | 1.80% | 15.04% | 9.85% | 4.38% | 11.44% | 11.47% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.53% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% | 1.29% |
Drawdowns
AMDVX vs. VMCIX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for AMDVX and VMCIX.
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Volatility
AMDVX vs. VMCIX - Volatility Comparison
American Century Mid Cap Value R6 (AMDVX) has a higher volatility of 4.87% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 4.51%. This indicates that AMDVX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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