BIGRX vs. ASVIX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and American Century Small Cap Value Fund (ASVIX).
BIGRX is managed by American Century. It was launched on Dec 17, 1990. ASVIX is managed by American Century. It was launched on Jul 31, 1998.
Performance
BIGRX vs. ASVIX - Performance Comparison
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BIGRX vs. ASVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | -1.93% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
ASVIX American Century Small Cap Value Fund | 1.81% | -3.39% | 7.12% | 16.09% | -14.48% | 37.20% | 8.94% | 33.51% | -16.99% | 10.31% |
Returns By Period
In the year-to-date period, BIGRX achieves a -1.93% return, which is significantly lower than ASVIX's 1.81% return. Over the past 10 years, BIGRX has outperformed ASVIX with an annualized return of 9.92%, while ASVIX has yielded a comparatively lower 9.26% annualized return.
BIGRX
- 1D
- -0.42%
- 1M
- -7.57%
- YTD
- -1.93%
- 6M
- 2.55%
- 1Y
- 14.71%
- 3Y*
- 11.92%
- 5Y*
- 6.19%
- 10Y*
- 9.92%
ASVIX
- 1D
- 0.00%
- 1M
- -6.25%
- YTD
- 1.81%
- 6M
- 0.60%
- 1Y
- 4.91%
- 3Y*
- 6.04%
- 5Y*
- 2.86%
- 10Y*
- 9.26%
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BIGRX vs. ASVIX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than ASVIX's 1.09% expense ratio.
Return for Risk
BIGRX vs. ASVIX — Risk / Return Rank
BIGRX
ASVIX
BIGRX vs. ASVIX - 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 Small Cap Value Fund (ASVIX). 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 | ASVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.21 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.48 | 0.47 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.06 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 0.20 | +1.05 |
Martin ratioReturn relative to average drawdown | 5.60 | 0.59 | +5.01 |
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 | ASVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.21 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.13 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.40 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.48 | +0.08 |
Correlation
The correlation between BIGRX and ASVIX 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. ASVIX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 9.23%, less than ASVIX's 13.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 9.23% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
ASVIX American Century Small Cap Value Fund | 13.73% | 14.08% | 6.96% | 1.00% | 3.86% | 7.32% | 0.35% | 2.41% | 20.02% | 14.39% | 5.29% | 14.05% |
Drawdowns
BIGRX vs. ASVIX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than ASVIX's maximum drawdown of -55.10%. Use the drawdown chart below to compare losses from any high point for BIGRX and ASVIX.
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Drawdown Indicators
| BIGRX | ASVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -55.10% | -2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -16.19% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -27.25% | +5.06% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -43.50% | +10.88% |
Current DrawdownCurrent decline from peak | -7.95% | -10.12% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -7.97% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 5.46% | -2.94% |
Volatility
BIGRX vs. ASVIX - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 3.54%, while American Century Small Cap Value Fund (ASVIX) has a volatility of 5.01%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than ASVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGRX | ASVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 5.01% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 8.37% | 13.14% | -4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 24.10% | -8.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 22.06% | -7.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 23.29% | -6.50% |