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AMPAX vs ACMVX

Both ACMVX and AMPAX are mutual funds. ACMVX has a lower 5-year return than AMPAX (10.89% vs 11.85%). ACMVX has a lower expense ratio than AMPAX (0.97% vs 1.21%). Below is the comparison between ACMVX and AMPAX.

ACMVX AMPAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Value U.S. Equity: Mid-Cap Value
Family American Century Investments American Beacon
Net Assets $2.65B $63.30M
Expense Ratio 0.97% 1.21%
Management Style active active
Dividend Yield 1.17% 0.78%
Minimum Investment N/A $3,000.00
YTD Return 18.40% 27.07%
1-Year Return 6.78% 8.79%
3-Year Return 10.00% 10.04%
5-Year Return 10.89% 11.85%
10-Year Return 12.18% 11.52%

ACMVX description

The Fund seeks long-term capital growth. Income is a secondary objective. Under normal market conditions, the Fund will invest at least 80% of its assets in medium size companies. In selection stocks for the Fund, the portfolio managers look for companies whose stock price may not reflect the company's value.

ACMVX performance & returns

YTD Return 18.40%
1-Month Return 1.17%
3-Month Return 6.78%
1-Year Return 6.78%
3-Year Return 10.00%
5-Year Return 10.89%
10-Year Return 12.18%
ACMVX expense ratio is 0.97%.

ACMVX holdings

Top 10 Holdings (21.68% of Total Assets)

Name Symbol % Assets
Zimmer Biomet Holdings Inc ZBH 3.02%
Northern Trust Corp NTRS 2.92%
Chubb Ltd CB 2.34%
Emerson Electric Co EMR 2.32%
iShares Russell Mid-Cap Value ETF IWS 2.15%
Hubbell Inc HUBB 1.91%
Johnson Controls International PLC JCI 1.85%
Universal Health Services Inc Class B UHS 1.76%
Republic Services Inc Class A RSG 1.72%
Pinnacle West Capital Corp PNW 1.69%

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AMPAX description

The Fund seeks capital appreciation and current income by investing in securities of U.S. companies with market capitalizations similar to the market capitalizations of the companies in the Russell Midcap Index at the time of investment.

AMPAX performance & returns

YTD Return 27.07%
1-Month Return 1.79%
3-Month Return 8.79%
1-Year Return 8.79%
3-Year Return 10.04%
5-Year Return 11.85%
10-Year Return 11.52%
AMPAX expense ratio is 1.21%.

AMPAX holdings

Top 10 Holdings (23.29% of Total Assets)

Name Symbol % Assets
Future on S&P Mid 400 Dec20 N/A 4.88%
State Street Instl US Govt MMkt Slct GVSXX 4.87%
Axis Capital Holdings Ltd AXS 2.66%
Aarons Holdings Co Inc Ordinary Shares AAN 2.18%
MGM Growth Properties LLC A MGP 1.74%
Marvell Technology Group Ltd MRVL 1.61%
Westinghouse Air Brake Technologies Corp WAB 1.48%
Fidelity National Financial Inc FNF 1.41%
Marriott Vacations Worldwide Corp VAC 1.23%
Ally Financial Inc ALLY 1.23%

Other relevant AMPAX comparisons

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