Correlation
The correlation between MARFX and ACMVX is 0.88, 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.
MARFX vs. ACMVX
Compare and contrast key facts about BlackRock Mid-Cap Value Fund (MARFX) and American Century Mid Cap Value Fund (ACMVX).
MARFX is managed by Blackrock. It was launched on Feb 1, 1995. ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MARFX or ACMVX.
Performance
MARFX vs. ACMVX - Performance Comparison
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Key characteristics
MARFX:
0.25
ACMVX:
0.51
MARFX:
0.44
ACMVX:
0.83
MARFX:
1.06
ACMVX:
1.11
MARFX:
0.21
ACMVX:
0.54
MARFX:
0.73
ACMVX:
1.79
MARFX:
5.23%
ACMVX:
4.39%
MARFX:
16.94%
ACMVX:
15.35%
MARFX:
-55.39%
ACMVX:
-51.18%
MARFX:
-5.61%
ACMVX:
-5.26%
Returns By Period
In the year-to-date period, MARFX achieves a 1.07% return, which is significantly lower than ACMVX's 1.14% return. Over the past 10 years, MARFX has outperformed ACMVX with an annualized return of 8.64%, while ACMVX has yielded a comparatively lower 7.89% annualized return.
MARFX
1.07%
4.33%
-5.61%
2.85%
5.39%
14.39%
8.64%
ACMVX
1.14%
3.57%
-5.26%
6.11%
4.29%
11.49%
7.89%
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MARFX vs. ACMVX - Expense Ratio Comparison
MARFX has a 0.74% expense ratio, which is lower than ACMVX's 0.97% expense ratio.
Risk-Adjusted Performance
MARFX vs. ACMVX — Risk-Adjusted Performance Rank
MARFX
ACMVX
MARFX vs. ACMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Value Fund (MARFX) 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.
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Dividends
MARFX vs. ACMVX - Dividend Comparison
MARFX's dividend yield for the trailing twelve months is around 9.93%, more than ACMVX's 8.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MARFX BlackRock Mid-Cap Value Fund | 9.93% | 10.04% | 3.69% | 4.50% | 11.17% | 2.13% | 3.94% | 8.41% | 22.19% | 5.43% | 15.72% | 15.25% |
ACMVX American Century Mid Cap Value Fund | 8.59% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% | 11.12% |
Drawdowns
MARFX vs. ACMVX - Drawdown Comparison
The maximum MARFX drawdown since its inception was -55.39%, which is greater than ACMVX's maximum drawdown of -51.18%. Use the drawdown chart below to compare losses from any high point for MARFX and ACMVX.
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Volatility
MARFX vs. ACMVX - Volatility Comparison
The current volatility for BlackRock Mid-Cap Value Fund (MARFX) is 4.38%, while American Century Mid Cap Value Fund (ACMVX) has a volatility of 4.92%. This indicates that MARFX experiences smaller price fluctuations and is considered to be less risky than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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