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. It was launched on Dec 17, 1990. ACMVX is managed by American Century. It was launched on Mar 31, 2004.
Performance
BIGRX vs. ACMVX - Performance Comparison
Loading graphics...
BIGRX vs. ACMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 0.26% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
ACMVX American Century Mid Cap Value Fund | 2.59% | 8.77% | 8.50% | 6.18% | -1.34% | 23.41% | 1.63% | 28.89% | -12.63% | 11.57% |
Returns By Period
In the year-to-date period, BIGRX achieves a 0.26% return, which is significantly lower than ACMVX's 2.59% return. Over the past 10 years, BIGRX has outperformed ACMVX with an annualized return of 10.16%, while ACMVX has yielded a comparatively lower 8.81% annualized return.
BIGRX
- 1D
- 2.23%
- 1M
- -5.23%
- YTD
- 0.26%
- 6M
- 4.65%
- 1Y
- 17.43%
- 3Y*
- 12.74%
- 5Y*
- 6.47%
- 10Y*
- 10.16%
ACMVX
- 1D
- 1.61%
- 1M
- -6.28%
- YTD
- 2.59%
- 6M
- 2.79%
- 1Y
- 9.57%
- 3Y*
- 8.29%
- 5Y*
- 6.75%
- 10Y*
- 8.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIGRX vs. ACMVX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than ACMVX's 0.97% expense ratio.
Return for Risk
BIGRX vs. ACMVX — Risk / Return Rank
BIGRX
ACMVX
BIGRX vs. ACMVX - Risk-Adjusted Trends 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.
| BIGRX | ACMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.60 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.62 | 0.97 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.12 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.93 | +0.67 |
Martin ratioReturn relative to average drawdown | 7.10 | 3.44 | +3.66 |
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
| BIGRX | ACMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.60 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.46 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.51 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.54 | +0.02 |
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.
Dividends
BIGRX vs. ACMVX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 9.03%, less than ACMVX's 14.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 9.03% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
ACMVX American Century Mid Cap Value Fund | 14.03% | 14.46% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% |
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.
Loading graphics...
Drawdown Indicators
| BIGRX | ACMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -51.19% | -6.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -10.96% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -17.46% | -4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -39.24% | +6.62% |
Current DrawdownCurrent decline from peak | -5.90% | -6.51% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -5.95% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.96% | -0.41% |
Volatility
BIGRX vs. ACMVX - Volatility Comparison
American Century Disciplined Core Value Fund (BIGRX) and American Century Mid Cap Value Fund (ACMVX) have volatilities of 4.38% and 4.19%, 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
| BIGRX | ACMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 4.19% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 8.66% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 15.62% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 14.63% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 17.45% | -0.64% |