MID CAP Competition

ACCLX Fund

USD 14.76 0.03 0.20%

The fund is listed under the Mid-Cap Value category and is part of the American Century Investments family. Mid Cap Value is often compared with T ROWE, HARTFORD SCHRODERS, T ROWE, T Rowe, and MFS MODERATE and additional peers. This peer view supports relative benchmarking. Peer comparison for MID CAP provides quick context before deeper valuation work.

Correlation: MID CAP vs SELECT FUND View

Excellent diversification

For the present investment horizon, the measured correlation between ACCLX and TWCAX stands at -0.56, or Excellent diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with MID Mutual Fund

0.79	AMDVX	Mid Cap Value	Pair Corr
0.98	AMGIX	Income Growth	Pair Corr
0.72	CDBCX	Diversified Bond	Pair Corr
0.8	AMKIX	Emerging Markets	Pair Corr

Moving against MID Mutual Fund

0.64	TWCGX	Growth Fund Investor	Pair Corr
0.56	TWCAX	Select Fund A	Pair Corr
0.5	TWCIX	Select Fund Investor	Pair Corr

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The mean reversion effect in MID CAP is stronger when the initial deviation was driven by sentiment rather than fundamental change. Identifying the root cause of MID CAP's price dislocation is essential before acting.

Hype

Prediction

Low	Estimated	High
12.86	14.76	16.66

Details

Intrinsic

Valuation

Low	Real	High
14.05	15.95	17.85

Details

Naive

Forecast

Low	Next	High
12.60	14.50	16.41

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
14.68	15.36	16.04

Details

Competitive positioning is a critical dimension of MID CAP analysis. Understanding where Mid Cap Value stands relative to its peers on returns, growth, and valuation helps investors assess whether its advantage is sustainable.

MID CAP Competition Correlation Matrix

Correlation analysis between Mid Cap Value and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	TIDDX	SEMVX	PRIDX	PRHYX	MAMAX	TESIX	TWCAX
TIDDX		0.9	1.0	0.85	0.93	0.94	-0.42	TIDDX
SEMVX	0.9		0.9	0.83	0.93	0.86	-0.55	SEMVX
PRIDX	1.0	0.9		0.85	0.93	0.94	-0.42	PRIDX
PRHYX	0.85	0.83	0.85		0.85	0.88	-0.33	PRHYX
MAMAX	0.93	0.93	0.93	0.85		0.92	-0.32	MAMAX
TESIX	0.94	0.86	0.94	0.88	0.92		-0.33	TESIX
TWCAX	-0.42	-0.55	-0.42	-0.33	-0.32	-0.33		TWCAX
	TIDDX	SEMVX	PRIDX	PRHYX	MAMAX	TESIX	TWCAX

High positive correlations

PRIDX	+ 1.0	TIDDX
TESIX	+ 0.94	TIDDX
TESIX	+ 0.94	PRIDX
MAMAX	+ 0.93	TIDDX
MAMAX	+ 0.93	SEMVX
MAMAX	+ 0.93	PRIDX

High negative correlations

TWCAX	- 0.55	SEMVX
TWCAX	- 0.42	PRIDX
TWCAX	- 0.42	TIDDX
TWCAX	- 0.33	TESIX
TWCAX	- 0.33	PRHYX
TWCAX	- 0.32	MAMAX

Risk-Adjusted Indicators

There is a big difference between MID Mutual Fund performing well and MID CAP Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze MID CAP's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TIDDX	0.71	0.10	0.10	0.10	1.09	-0.68	1.46	-1.40	6.89
SEMVX	0.92	0.11	0.10	-0.89	1.32	-0.92	2.11	-1.71	8.30
PRIDX	0.71	0.10	0.10	0.10	1.07	-0.68	1.46	-1.40	6.90
PRHYX	0.12	0.00	0.14	-0.08	0.14	-0.24	0.34	-0.34	1.18
MAMAX	0.35	-0.01	0.07	0.15	0.49	-0.33	0.65	-0.73	2.31
TESIX	0.59	0.03	0.09	-0.63	0.76	-0.59	1.33	-1.23	6.41
TWCAX	0.77	-0.12	0.00	0.45	0.00	0.00	1.27	-1.89	4.26

MID CAP Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	ACCLX	TIDDX	SEMVX	PRIDX	PRHYX	MAMAX	TESIX	TWCAX
	0.20 14.76 MID	1.40 73.95 TIDDX	3.46 24.52 HARTFORD	1.40 74.00 PRIDX	0.34 5.90 PRHYX	1.05 19.85 MFS	2.01 24.83 FRANKLIN	1.89 114.23 SELECT
Market Volatility (90 Days Market Risk)	Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Moderate	Weak	Moderate	Weak	Soft	Weak	Soft	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Sell	Strong Buy	Cautious Hold	Sell	Strong Sell	Strong Sell
Net Asset	6.21 B	8.7 B	7.55 B	6.72 B	6.59 B	6.57 B	7.27 B	6.07 B
Minimum Initial Investment	N/A	N/A	N/A	2.5 K	2.5 K	N/A	N/A	N/A
Price To Book	1.88 X	1.79 X	1.47 X	1.79 X	0.87 X	2.47 X	1.56 X	5.02 X
Five Year Return	6.39 %	2.26 %	4.49 %	2.10 %	4.28 %	5.42 %	7.10 %	11.87 %
One Year Return	9.66 %	23.37 %	45.29 %	23.18 %	7.64 %	11.39 %	9.72 %	18.10 %
Last Dividend Paid	0.02	0.1	0.01	0.04	0.03	0.03	N/A	N/A
Price To Earning	18.40 X	17.71 X	13.07 X	17.71 X	6.74 X	4.58 X	17.29 X	20.43 X
Price To Sales	1.44 X	0.99 X	1.27 X	0.99 X	0.60 X	1.92 X	1.44 X	2.43 X
Cash Position Weight	3.20 %	2.77 %	4.54 %	3.56 %	1.67 %	1.86 %	0.39 %	1.34 %
Equity Positions Weight	96.81 %	96.93 %	95.46 %	96.18 %	1.65 %	54.44 %	94.79 %	98.22 %
Three Year Return	8.79 %	11.88 %	20.33 %	11.71 %	9.07 %	10.02 %	12.59 %	22.34 %
Annual Yield	0.01 %	0.02 %	0.01 %	0.01 %	0.07 %	0.03 %	0.01 %	N/A
Year To Date Return	4.16 %	2.50 %	8.22 %	2.49 %	0.54 %	0.95 %	0.04 %	0.93 %
Bond Positions Weight	N/A	N/A	N/A	N/A	93.30 %	8.13 %	N/A	N/A
Ten Year Return	8.84 %	10.60 %	3.34 %	10.53 %	6.31 %	7.77 %	6.27 %	14.72 %
Daily Balance Of Power	9.2 T	0	0	0	0	0	0	0
Day Typical Price	14.76	73.95	24.52	74.0	5.9	19.85	24.83	114.23
Period Momentum Indicator	0.03	-1.05	-0.88	-1.05	-0.02	-0.21	-0.51	-2.20
Rate Of Daily Change	1.0	0.99	0.97	0.99	1.0	0.99	0.98	0.98
Day Median Price	14.76	73.95	24.52	74.0	5.9	19.85	24.83	114.23
Price Action Indicator	0.015	-0.52	-0.44	-0.52	-0.01	-0.10	-0.26	-1.10
Coefficient Of Variation	694.01	1291.11	1019.16	1298.98	6920.86	218321.01	2093.63	-1,001
Mean Deviation	0.8201	0.7147	0.9238	0.7137	0.1161	0.3488	0.5944	0.7687
Jensen Alpha	0.2788	0.0972	0.1128	0.0968	-0.003	-0.01	0.0319	-0.12
Total Risk Alpha	0.359	0.1236	0.1929	0.1231	0.0035	0.0152	0.0868	-0.05
Sortino Ratio	0.3994	0.0978	0.1022	0.0974	0.1406	0.069	0.095	N/A
Downside Variance	0.5646	1.32	2.56	1.32	0.0714	0.2579	0.6964	N/A
Standard Deviation	1.84	0.9985	1.31	0.9983	0.1902	0.4426	0.9298	0.9787
Kurtosis	44.73	2.98	4.91	3.0	2.96	0.3406	9.67	-0.17
Potential Upside	1.51	1.46	2.11	1.46	0.3356	0.6468	1.33	1.27
Treynor Ratio	0.4865	0.1011	-0.89	0.1002	-0.08	0.1526	-0.63	0.4465
Maximum Drawdown	15.23	6.89	8.3	6.9	1.18	2.31	6.41	4.26
Variance	3.39	0.9969	1.72	0.9966	0.0362	0.1959	0.8645	0.9578
Market Risk Adjusted Performance	0.4965	0.1111	-0.88	0.1102	-0.07	0.1626	-0.62	0.4565
Risk Adjusted Performance	0.1202	0.0636	0.082	0.0632	-0.02	-0.01	0.0394	-0.08
Skewness	6.1	-0.41	-1.32	-0.40	0.3827	-0.38	1.82	-0.47
Semi Deviation	0.3755	1.09	1.32	1.07	0.1381	0.4904	0.7637	N/A
Information Ratio	0.163	0.1123	0.1246	0.1119	0.1976	0.0791	0.0852	-0.06
Value At Risk	-1.35	-1.40	-1.71	-1.40	-0.34	-0.73	-1.23	-1.89
Expected Short fall	-1.15	-0.68	-0.92	-0.68	-0.24	-0.33	-0.59	N/A
Downside Deviation	0.7514	1.15	1.6	1.15	0.2673	0.5078	0.8345	N/A
Semi Variance	0.141	1.19	1.73	1.14	0.0191	0.2405	0.5833	N/A

Peer Performance Charts

How to Analyze MID CAP Against Peers

MID CAP's peer analysis compares MID CAP with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether MID CAP trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where MID CAP leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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MID CAP Competition

Correlation: MID CAP vs SELECT FUND View

Excellent diversification

Moving together with MID Mutual Fund

Moving against MID Mutual Fund

Specify up to 10 symbols:

MID CAP Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

MID CAP Competitive Analysis

Peer Performance Charts

How to Analyze MID CAP Against Peers

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