BIGRX vs. ACMVX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and American Century Mid Cap Value Fund (ACMVX).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGRX or ACMVX.
Key characteristics
| BIGRX | ACMVX | |
|---|---|---|
| YTD Return | 6.76% | 2.39% |
| 1Y Return | 17.55% | 7.05% |
| 3Y Return (Ann) | 3.21% | 4.37% |
| 5Y Return (Ann) | 8.86% | 8.07% |
| 10Y Return (Ann) | 8.69% | 8.67% |
| Sharpe Ratio | 1.72 | 0.68 |
| Daily Std Dev | 10.75% | 11.49% |
| Max Drawdown | -58.04% | -51.19% |
| Current Drawdown | -3.41% | -2.22% |
Correlation
The correlation between BIGRX and ACMVX is 0.92, 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.
Performance
BIGRX vs. ACMVX - Performance Comparison
In the year-to-date period, BIGRX achieves a 6.76% return, which is significantly higher than ACMVX's 2.39% return. Both investments have delivered pretty close results over the past 10 years, with BIGRX having a 8.69% annualized return and ACMVX not far behind at 8.67%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIGRX vs. ACMVX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than ACMVX's 0.97% expense ratio.
Risk-Adjusted Performance
BIGRX vs. ACMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and American Century Mid Cap Value Fund (ACMVX). 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.
Dividends
BIGRX vs. ACMVX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.45%, less than ACMVX's 5.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.45% | 1.55% | 2.22% | 28.04% | 16.19% | 3.90% | 12.86% | 9.32% | 3.91% | 9.22% | 7.48% | 2.02% |
ACMVX American Century Mid Cap Value Fund | 5.21% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% | 11.12% | 7.41% |
Drawdowns
BIGRX vs. ACMVX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than ACMVX's maximum drawdown of -51.19%. Use the drawdown chart below to compare losses from any high point for BIGRX and ACMVX. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. ACMVX - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 3.00%, while American Century Mid Cap Value Fund (ACMVX) has a volatility of 3.28%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.