CIMDX vs. AMDVX
Compare and contrast key facts about Clarkston Founders Fund (CIMDX) and American Century Mid Cap Value R6 (AMDVX).
CIMDX is managed by Clarkston Funds. It was launched on Jan 31, 2017. AMDVX is managed by American Century. It was launched on Jul 26, 2013.
Performance
CIMDX vs. AMDVX - Performance Comparison
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CIMDX vs. AMDVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | -6.99% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
AMDVX American Century Mid Cap Value R6 | 1.04% | 9.21% | 8.87% | 6.54% | -0.35% | 23.83% | 1.99% | 29.32% | -12.18% | 10.85% |
Returns By Period
In the year-to-date period, CIMDX achieves a -6.99% return, which is significantly lower than AMDVX's 1.04% return.
CIMDX
- 1D
- 0.92%
- 1M
- -8.15%
- YTD
- -6.99%
- 6M
- -4.06%
- 1Y
- 0.79%
- 3Y*
- 4.20%
- 5Y*
- 1.54%
- 10Y*
- —
AMDVX
- 1D
- -0.33%
- 1M
- -7.87%
- YTD
- 1.04%
- 6M
- 1.15%
- 1Y
- 7.98%
- 3Y*
- 8.10%
- 5Y*
- 7.08%
- 10Y*
- 9.11%
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CIMDX vs. AMDVX - Expense Ratio Comparison
CIMDX has a 0.95% expense ratio, which is higher than AMDVX's 0.63% expense ratio.
Return for Risk
CIMDX vs. AMDVX — Risk / Return Rank
CIMDX
AMDVX
CIMDX vs. AMDVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Founders Fund (CIMDX) and American Century Mid Cap Value R6 (AMDVX). 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.
| CIMDX | AMDVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.57 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.24 | 0.92 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.12 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.00 | 0.73 | -0.73 |
Martin ratioReturn relative to average drawdown | 0.01 | 2.74 | -2.73 |
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
| CIMDX | AMDVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.57 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.49 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.55 | -0.15 |
Correlation
The correlation between CIMDX and AMDVX 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
CIMDX vs. AMDVX - Dividend Comparison
CIMDX's dividend yield for the trailing twelve months is around 3.49%, less than AMDVX's 14.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 3.49% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |
AMDVX American Century Mid Cap Value R6 | 14.60% | 14.83% | 9.13% | 5.59% | 15.97% | 16.32% | 2.14% | 1.79% | 15.04% | 9.85% | 4.38% | 11.43% |
Drawdowns
CIMDX vs. AMDVX - Drawdown Comparison
The maximum CIMDX drawdown since its inception was -31.86%, smaller than the maximum AMDVX drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for CIMDX and AMDVX.
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Drawdown Indicators
| CIMDX | AMDVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.86% | -39.21% | +7.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -10.95% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -16.96% | -4.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.21% | — |
Current DrawdownCurrent decline from peak | -10.49% | -7.98% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -4.00% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.91% | +0.66% |
Volatility
CIMDX vs. AMDVX - Volatility Comparison
Clarkston Founders Fund (CIMDX) has a higher volatility of 4.56% compared to American Century Mid Cap Value R6 (AMDVX) at 3.70%. This indicates that CIMDX's price experiences larger fluctuations and is considered to be riskier than AMDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIMDX | AMDVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 3.70% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 8.54% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.62% | 15.54% | +3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 14.62% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 17.47% | +0.03% |