BIGRX vs. ADSIX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and American Century Disciplined Growth Fund (ADSIX).
BIGRX is managed by American Century. It was launched on Dec 17, 1990. ADSIX is managed by American Century. It was launched on Sep 30, 2005.
Performance
BIGRX vs. ADSIX - Performance Comparison
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BIGRX vs. ADSIX - 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% |
ADSIX American Century Disciplined Growth Fund | -13.60% | 17.24% | 31.19% | 43.07% | -31.44% | 24.46% | 33.28% | 30.00% | -5.57% | 26.05% |
Returns By Period
In the year-to-date period, BIGRX achieves a 0.26% return, which is significantly higher than ADSIX's -13.60% return. Over the past 10 years, BIGRX has underperformed ADSIX with an annualized return of 10.16%, while ADSIX has yielded a comparatively higher 13.58% 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%
ADSIX
- 1D
- -0.30%
- 1M
- -8.30%
- YTD
- -13.60%
- 6M
- -12.57%
- 1Y
- 13.10%
- 3Y*
- 18.49%
- 5Y*
- 10.11%
- 10Y*
- 13.58%
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BIGRX vs. ADSIX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than ADSIX's 0.99% expense ratio.
Return for Risk
BIGRX vs. ADSIX — Risk / Return Rank
BIGRX
ADSIX
BIGRX vs. ADSIX - 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 Disciplined Growth Fund (ADSIX). 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 | ADSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.58 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.00 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.60 | +1.00 |
Martin ratioReturn relative to average drawdown | 7.10 | 2.02 | +5.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIGRX | ADSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.58 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.48 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.65 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.52 | +0.04 |
Correlation
The correlation between BIGRX and ADSIX is 0.85, 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. ADSIX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 9.03%, less than ADSIX's 15.75% 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% |
ADSIX American Century Disciplined Growth Fund | 15.75% | 13.61% | 43.82% | 0.04% | 0.00% | 21.63% | 19.18% | 9.12% | 18.62% | 9.40% | 0.62% | 1.76% |
Drawdowns
BIGRX vs. ADSIX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than ADSIX's maximum drawdown of -53.04%. Use the drawdown chart below to compare losses from any high point for BIGRX and ADSIX.
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Drawdown Indicators
| BIGRX | ADSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -53.04% | -5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -16.79% | +5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -34.49% | +12.30% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -34.49% | +1.87% |
Current DrawdownCurrent decline from peak | -5.90% | -16.79% | +10.89% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -8.26% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 4.96% | -2.41% |
Volatility
BIGRX vs. ADSIX - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 4.38%, while American Century Disciplined Growth Fund (ADSIX) has a volatility of 5.18%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than ADSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGRX | ADSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 5.18% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 11.98% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 22.54% | -6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 21.36% | -6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 21.03% | -4.22% |