BULIX vs. ACMVX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and American Century Mid Cap Value Fund (ACMVX).
BULIX is managed by American Century. It was launched on Feb 28, 1993. ACMVX is managed by American Century. It was launched on Mar 31, 2004.
Performance
BULIX vs. ACMVX - Performance Comparison
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BULIX vs. ACMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
ACMVX American Century Mid Cap Value Fund | 0.97% | 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, BULIX achieves a 9.37% return, which is significantly higher than ACMVX's 0.97% return. Over the past 10 years, BULIX has underperformed ACMVX with an annualized return of 7.31%, while ACMVX has yielded a comparatively higher 8.64% annualized return.
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
ACMVX
- 1D
- -0.33%
- 1M
- -7.88%
- YTD
- 0.97%
- 6M
- 0.98%
- 1Y
- 7.63%
- 3Y*
- 7.71%
- 5Y*
- 6.57%
- 10Y*
- 8.64%
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BULIX vs. ACMVX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than ACMVX's 0.97% expense ratio.
Return for Risk
BULIX vs. ACMVX — Risk / Return Rank
BULIX
ACMVX
BULIX vs. ACMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) 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.
| BULIX | ACMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.55 | +0.96 |
Sortino ratioReturn per unit of downside risk | 2.00 | 0.88 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.11 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 0.70 | +2.19 |
Martin ratioReturn relative to average drawdown | 7.19 | 2.60 | +4.59 |
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
| BULIX | ACMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.55 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.45 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.50 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.53 | -0.07 |
Correlation
The correlation between BULIX and ACMVX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BULIX vs. ACMVX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.43%, less than ACMVX's 14.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
ACMVX American Century Mid Cap Value Fund | 14.25% | 14.46% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% |
Drawdowns
BULIX vs. ACMVX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, which is greater than ACMVX's maximum drawdown of -51.19%. Use the drawdown chart below to compare losses from any high point for BULIX and ACMVX.
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Drawdown Indicators
| BULIX | ACMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -51.19% | -4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -10.96% | +2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -17.46% | -7.10% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -39.24% | +5.38% |
Current DrawdownCurrent decline from peak | -2.97% | -7.99% | +5.02% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -5.95% | -4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.93% | +0.42% |
Volatility
BULIX vs. ACMVX - Volatility Comparison
American Century Utilities Fund (BULIX) has a higher volatility of 4.86% compared to American Century Mid Cap Value Fund (ACMVX) at 3.69%. This indicates that BULIX's price experiences larger fluctuations and is considered to be riskier than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BULIX | ACMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.69% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 8.52% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 15.57% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 14.62% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 17.45% | +0.54% |