MVCKX vs. ACLAX
MVCKX (MFS Mid Cap Value Fund Class R6) and ACLAX (American Century Mid Cap Value Fund A Class) are both Mid Cap Value Equities funds. Over the past 10 years, MVCKX returned 9.80%/yr vs 9.10%/yr for ACLAX. Their 0.96 correlation means they have historically moved very closely together. MVCKX charges 0.62%/yr vs 1.22%/yr for ACLAX.
Performance
MVCKX vs. ACLAX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with MVCKX having a 15.30% return and ACLAX slightly higher at 15.36%. Over the past 10 years, MVCKX has outperformed ACLAX with an annualized return of 9.80%, while ACLAX has yielded a comparatively lower 9.10% annualized return.
MVCKX
- 1D
- -0.44%
- 1M
- 1.46%
- 6M
- 11.03%
- YTD
- 15.30%
- 1Y
- 21.61%
- 3Y*
- 10.59%
- 5Y*
- 8.13%
- 10Y*
- 9.80%
- ALL TIME*
- 9.31%
ACLAX
- 1D
- -0.76%
- 1M
- 2.24%
- 6M
- 10.70%
- YTD
- 15.36%
- 1Y
- 20.95%
- 3Y*
- 11.01%
- 5Y*
- 8.35%
- 10Y*
- 9.10%
- ALL TIME*
- 9.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MVCKX vs. ACLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVCKX MFS Mid Cap Value Fund Class R6 | 15.30% | 6.47% | 6.80% | 12.92% | -8.62% | 30.93% | 4.40% | 31.11% | -11.35% | 13.83% |
ACLAX American Century Mid Cap Value Fund A Class | 15.36% | 8.52% | 8.18% | 5.93% | -1.53% | 23.01% | 1.44% | 28.55% | -12.93% | 11.31% |
Correlation
The correlation between MVCKX and ACLAX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.96 |
The correlation between MVCKX and ACLAX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.
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Return for Risk
MVCKX vs. ACLAX — Risk / Return Rank
MVCKX
ACLAX
MVCKX vs. ACLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund Class R6 (MVCKX) 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.
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.
| MVCKX | ACLAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.29 | -0.18 |
| Martin ratioReturn relative to average drawdown | 7.33 | 7.44 | -0.11 |
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Drawdowns
MVCKX vs. ACLAX - Drawdown Comparison
The maximum MVCKX drawdown since its inception was -42.75%, smaller than the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for MVCKX and ACLAX.
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Drawdown Indicators
| MVCKX | ACLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.75% | -51.37% | +8.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | -8.50% | -0.86% |
Max Drawdown (3Y)Largest decline over 3 years | -25.96% | -14.67% | -11.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -17.55% | -8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -42.75% | -39.24% | -3.51% |
Current DrawdownCurrent decline from peak | -1.37% | -1.17% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -5.21% | -6.22% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.61% | +0.08% |
Volatility
MVCKX vs. ACLAX - Volatility Comparison
MFS Mid Cap Value Fund Class R6 (MVCKX) and American Century Mid Cap Value Fund A Class (ACLAX) have volatilities of 3.35% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVCKX | ACLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 3.40% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 8.61% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.46% | 11.82% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 14.59% | +2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.32% | 17.41% | +1.91% |
MVCKX vs. ACLAX - Expense Ratio Comparison
MVCKX has a 0.62% expense ratio, which is lower than ACLAX's 1.22% expense ratio.
Dividends
MVCKX vs. ACLAX - Dividend Comparison
MVCKX's dividend yield for the trailing twelve months is around 7.17%, less than ACLAX's 12.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACLAX American Century Mid Cap Value Fund A Class | 12.51% | 14.24% | 8.53% | 5.01% | 14.77% | 15.72% | 1.62% | 1.23% | 14.17% | 9.25% | 3.82% | 10.86% |
MVCKX MFS Mid Cap Value Fund Class R6 | 7.17% | 8.27% | 3.87% | 3.00% | 5.44% | 5.88% | 1.12% | 2.32% | 6.65% | 3.68% | 0.06% | 4.87% |
Frequently Asked Questions
With a correlation of 0.92, MVCKX and ACLAX 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.
ACLAX has higher volatility (3.40%) compared to MVCKX (3.35%). In terms of maximum drawdown, MVCKX dropped -42.75% vs ACLAX's -51.37%.
ACLAX currently has the higher Sharpe Ratio (1.65 vs 1.47), 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.
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