JMVYX vs. AMDVX

Last updated Jun 24, 2026

JMVYX (JPMorgan Mid Cap Value Fund Class R6) and AMDVX (American Century Mid Cap Value R6) are both Mid Cap Value Equities funds. Over the past 5 years, JMVYX returned 10.27%/yr vs 8.19%/yr for AMDVX. With a 0.95 correlation, they move nearly in lockstep. JMVYX charges 0.60%/yr vs 0.63%/yr for AMDVX.

Performance

JMVYX vs. AMDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Mid Cap Value Fund Class R6 (JMVYX) and American Century Mid Cap Value R6 (AMDVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with JMVYX having a 9.50% return and AMDVX slightly lower at 9.05%.

JMVYX

• 1D: 0.49%
• 1M: 2.35%
• YTD: 9.50%
• 6M: 8.52%
• 1Y: 15.70%
• 3Y*: 18.10%
• 5Y*: 10.27%
• 10Y*: —

AMDVX

• 1D: 0.06%
• 1M: 1.03%
• YTD: 9.05%
• 6M: 8.39%
• 1Y: 16.84%
• 3Y*: 11.33%
• 5Y*: 8.19%
• 10Y*: 9.70%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JMVYX vs. AMDVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JMVYX JPMorgan Mid Cap Value Fund Class R6	9.50%	5.28%	27.89%	11.46%	-8.00%	29.92%	0.38%	26.72%	-11.66%	13.09%
AMDVX American Century Mid Cap Value R6	9.05%	9.21%	8.87%	6.54%	-0.35%	23.83%	1.99%	29.32%	-12.18%	11.95%

Correlation

The correlation between JMVYX and AMDVX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.94
Correlation (3Y) Calculated over the trailing 3-year period	0.94
Correlation (5Y) Calculated over the trailing 5-year period	0.95
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017	0.95

The correlation between JMVYX and AMDVX has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.

Return for Risk

JMVYX vs. AMDVX — Risk / Return Rank

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

JMVYX

JMVYX Risk / Return Rank: 33
JMVYX Sharpe Ratio Rank: 27
JMVYX Sortino Ratio Rank: 30
JMVYX Omega Ratio Rank: 25
JMVYX Calmar Ratio Rank: 42
JMVYX Martin Ratio Rank: 39

AMDVX

AMDVX Risk / Return Rank: 33
AMDVX Sharpe Ratio Rank: 32
AMDVX Sortino Ratio Rank: 35
AMDVX Omega Ratio Rank: 30
AMDVX Calmar Ratio Rank: 36
AMDVX Martin Ratio Rank: 33

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.

JMVYX vs. AMDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Value Fund Class R6 (JMVYX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JMVYX	AMDVX	Difference
Sharpe ratio: Return per unit of total volatility	1.39	1.51	-0.12
Sortino ratio: Return per unit of downside risk	2.11	2.30	-0.19
Omega ratio: Gain probability vs. loss probability	1.24	1.27	-0.02
Calmar ratio: Return relative to maximum drawdown	2.36	2.14	+0.22
Martin ratio: Return relative to average drawdown	7.97	6.94	+1.03

JMVYX vs. AMDVX - Sharpe Ratio Comparison

The current JMVYX Sharpe Ratio is 1.39, which is comparable to the AMDVX Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of JMVYX and AMDVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JMVYX vs. AMDVX - Drawdown Comparison

The maximum JMVYX drawdown since its inception was -43.08%, which is greater than AMDVX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for JMVYX and AMDVX.

Drawdown Indicators

	JMVYX	AMDVX	Difference
Max Drawdown Largest peak-to-trough decline	-43.08%	-39.21%	-3.87%
Max Drawdown (1Y) Largest decline over 1 year	-7.17%	-8.47%	+1.30%
Max Drawdown (3Y) Largest decline over 3 years	-15.89%	-14.50%	-1.39%
Max Drawdown (5Y) Largest decline over 5 years	-25.53%	-16.96%	-8.57%
Max Drawdown (10Y) Largest decline over 10 years	—	-39.21%	—
Current Drawdown Current decline from peak	-0.51%	-1.66%	+1.15%
Average Drawdown Average peak-to-trough decline	-6.97%	-3.97%	-3.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.11%	2.60%	-0.49%

Volatility

JMVYX vs. AMDVX - Volatility Comparison

JPMorgan Mid Cap Value Fund Class R6 (JMVYX) has a higher volatility of 3.47% compared to American Century Mid Cap Value R6 (AMDVX) at 3.24%. This indicates that JMVYX'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.

Volatility by Period

	JMVYX	AMDVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.47%	3.24%	+0.23%
Volatility (6M) Calculated over the trailing 6-month period	8.68%	8.65%	+0.03%
Volatility (1Y) Calculated over the trailing 1-year period	12.21%	12.01%	+0.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.33%	14.62%	+4.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.81%	17.48%	+3.33%

JMVYX vs. AMDVX - Expense Ratio Comparison

JMVYX has a 0.60% expense ratio, which is lower than AMDVX's 0.63% expense ratio.

Dividends

JMVYX vs. AMDVX - Dividend Comparison

JMVYX's dividend yield for the trailing twelve months is around 19.46%, more than AMDVX's 14.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMDVX American Century Mid Cap Value R6	14.40%	14.83%	9.13%	5.59%	15.97%	16.32%	2.14%	1.79%	15.04%	9.85%	4.38%	11.43%
JMVYX JPMorgan Mid Cap Value Fund Class R6	19.46%	21.31%	23.38%	6.20%	11.85%	15.03%	7.75%	5.23%	8.31%	2.71%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JMVYX and AMDVX in my portfolio?

With a correlation of 0.94, JMVYX and AMDVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, JMVYX or AMDVX?

JMVYX has higher volatility (3.47%) compared to AMDVX (3.24%). In terms of maximum drawdown, JMVYX dropped -43.08% vs AMDVX's -39.21%.

Which has better risk-adjusted returns?

AMDVX currently has the higher Sharpe Ratio (1.51 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.