AMDVX vs. VMVIX
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and Vanguard Mid-Cap Value Index Fund (VMVIX).
AMDVX is managed by American Century. It was launched on Jul 26, 2013. VMVIX is managed by Vanguard. It was launched on Aug 17, 2006.
Performance
AMDVX vs. VMVIX - Performance Comparison
Loading graphics...
AMDVX vs. VMVIX - 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% |
VMVIX Vanguard Mid-Cap Value Index Fund | 2.87% | 11.22% | 13.48% | 10.00% | -8.00% | 28.60% | 2.33% | 27.85% | -12.57% | 16.91% |
Returns By Period
In the year-to-date period, AMDVX achieves a 1.04% return, which is significantly lower than VMVIX's 2.87% return. Over the past 10 years, AMDVX has underperformed VMVIX with an annualized return of 9.11%, while VMVIX has yielded a comparatively higher 9.82% annualized return.
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%
VMVIX
- 1D
- -0.35%
- 1M
- -6.11%
- YTD
- 2.87%
- 6M
- 4.99%
- 1Y
- 15.27%
- 3Y*
- 12.77%
- 5Y*
- 8.26%
- 10Y*
- 9.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMDVX vs. VMVIX - Expense Ratio Comparison
AMDVX has a 0.63% expense ratio, which is higher than VMVIX's 0.19% expense ratio.
Return for Risk
AMDVX vs. VMVIX — Risk / Return Rank
AMDVX
VMVIX
AMDVX vs. VMVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and Vanguard Mid-Cap Value Index Fund (VMVIX). 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 | VMVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.01 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.48 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.20 | -0.47 |
Martin ratioReturn relative to average drawdown | 2.74 | 5.63 | -2.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AMDVX | VMVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.01 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.52 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.52 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.41 | +0.14 |
Correlation
The correlation between AMDVX and VMVIX is 0.96, 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. VMVIX - Dividend Comparison
AMDVX's dividend yield for the trailing twelve months is around 14.60%, more than VMVIX's 1.90% 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% |
VMVIX Vanguard Mid-Cap Value Index Fund | 1.90% | 1.42% | 1.99% | 2.15% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% |
Drawdowns
AMDVX vs. VMVIX - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum VMVIX drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for AMDVX and VMVIX.
Loading graphics...
Drawdown Indicators
| AMDVX | VMVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.21% | -61.61% | +22.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -12.43% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -16.96% | -19.81% | +2.85% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -43.08% | +3.87% |
Current DrawdownCurrent decline from peak | -7.98% | -6.20% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -8.52% | +4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.65% | +0.26% |
Volatility
AMDVX vs. VMVIX - Volatility Comparison
American Century Mid Cap Value R6 (AMDVX) and Vanguard Mid-Cap Value Index Fund (VMVIX) have volatilities of 3.70% and 3.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AMDVX | VMVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 3.82% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 8.62% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 16.33% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 16.08% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 18.80% | -1.33% |