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FTVFX vs. ACLAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FTVFX vs. ACLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Value Fund Class M (FTVFX) and American Century Mid Cap Value Fund A Class (ACLAX). The values are adjusted to include any dividend payments, if applicable.

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FTVFX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FTVFX
Fidelity Advisor Value Fund Class M
2.88%10.74%9.80%19.10%-9.60%34.39%9.19%31.01%-18.21%14.69%
ACLAX
American Century Mid Cap Value Fund A Class
2.49%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%

Returns By Period

In the year-to-date period, FTVFX achieves a 2.88% return, which is significantly higher than ACLAX's 2.49% return. Over the past 10 years, FTVFX has outperformed ACLAX with an annualized return of 10.55%, while ACLAX has yielded a comparatively lower 8.53% annualized return.


FTVFX

1D
2.76%
1M
-6.26%
YTD
2.88%
6M
6.81%
1Y
20.17%
3Y*
13.76%
5Y*
8.64%
10Y*
10.55%

ACLAX

1D
1.55%
1M
-6.35%
YTD
2.49%
6M
2.67%
1Y
9.26%
3Y*
8.02%
5Y*
6.47%
10Y*
8.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FTVFX vs. ACLAX - Expense Ratio Comparison

FTVFX has a 1.40% expense ratio, which is higher than ACLAX's 1.22% expense ratio.


Return for Risk

FTVFX vs. ACLAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTVFX
FTVFX Risk / Return Rank: 4343
Overall Rank
FTVFX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
FTVFX Sortino Ratio Rank: 4545
Sortino Ratio Rank
FTVFX Omega Ratio Rank: 3939
Omega Ratio Rank
FTVFX Calmar Ratio Rank: 4545
Calmar Ratio Rank
FTVFX Martin Ratio Rank: 4848
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 2222
Overall Rank
ACLAX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2020
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1717
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2727
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTVFX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Fund Class M (FTVFX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.


FTVFXACLAXDifference

Sharpe ratio

Return per unit of total volatility

0.96

0.58

+0.38

Sortino ratio

Return per unit of downside risk

1.48

0.94

+0.54

Omega ratio

Gain probability vs. loss probability

1.20

1.12

+0.08

Calmar ratio

Return relative to maximum drawdown

1.38

0.90

+0.48

Martin ratio

Return relative to average drawdown

5.60

3.32

+2.28

FTVFX vs. ACLAX - Sharpe Ratio Comparison

The current FTVFX Sharpe Ratio is 0.96, which is higher than the ACLAX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of FTVFX and ACLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FTVFXACLAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.96

0.58

+0.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.44

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.49

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.47

-0.09

Correlation

The correlation between FTVFX and ACLAX is 0.94, 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

FTVFX vs. ACLAX - Dividend Comparison

FTVFX's dividend yield for the trailing twelve months is around 7.94%, less than ACLAX's 13.82% yield.


TTM20252024202320222021202020192018201720162015
FTVFX
Fidelity Advisor Value Fund Class M
7.94%8.17%12.39%0.62%0.12%4.24%0.24%2.83%14.49%2.94%0.43%1.87%
ACLAX
American Century Mid Cap Value Fund A Class
13.82%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%

Drawdowns

FTVFX vs. ACLAX - Drawdown Comparison

The maximum FTVFX drawdown since its inception was -67.12%, which is greater than ACLAX's maximum drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for FTVFX and ACLAX.


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Drawdown Indicators


FTVFXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-67.12%

-51.37%

-15.75%

Max Drawdown (1Y)

Largest decline over 1 year

-14.95%

-10.99%

-3.96%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

-17.55%

-6.94%

Max Drawdown (10Y)

Largest decline over 10 years

-48.60%

-39.24%

-9.36%

Current Drawdown

Current decline from peak

-7.48%

-6.58%

-0.90%

Average Drawdown

Average peak-to-trough decline

-10.02%

-6.29%

-3.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.67%

2.98%

+0.69%

Volatility

FTVFX vs. ACLAX - Volatility Comparison

Fidelity Advisor Value Fund Class M (FTVFX) has a higher volatility of 6.18% compared to American Century Mid Cap Value Fund A Class (ACLAX) at 4.16%. This indicates that FTVFX's price experiences larger fluctuations and is considered to be riskier than ACLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FTVFXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.18%

4.16%

+2.02%

Volatility (6M)

Calculated over the trailing 6-month period

11.92%

8.65%

+3.27%

Volatility (1Y)

Calculated over the trailing 1-year period

21.59%

15.62%

+5.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.48%

14.65%

+5.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.12%

17.49%

+4.63%