Great-West S&P Small Cap 600 Index Fund (MXISX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXISX
MXISX charges 0.56% annually. There are 33 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | MXISX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | MXISX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | MXISX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | MXISX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | MXISX vs VSMAX |
Best Risk-Adjusted Alternatives to MXISX
MXISX has a PortfoliosLab risk / return rank of 69. There are 68 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | MXISX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | MXISX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | MXISX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | MXISX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | MXISX vs RYOTX |
Top Performing MXISX Alternatives (YTD)
MXISX is at 19.44% YTD. There are 97 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | MXISX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | MXISX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | MXISX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | MXISX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | MXISX vs HASCX |
Lowest Volatility Alternatives to MXISX
MXISX has 17.67% 1-year volatility. There are 55 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | MXISX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | MXISX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | MXISX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | MXISX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | MXISX vs BOSOX |
Lowest Drawdown Alternatives to MXISX
MXISX has a 1-year max drawdown of -8.75%. There are 15 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | MXISX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | MXISX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | MXISX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | MXISX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | MXISX vs SSCDX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 65 | 9.55% | — | Sep 2003 | MXISX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 33.84% | — | Jan 2018 | MXISX vs MXEOX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.72% | — | Jan 2011 | MXISX vs MXINX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 53 | 4.12% | — | Sep 1999 | MXISX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.57% | — | Jan 2011 | MXISX vs MXMDX | |
| Great-West Real Estate Index Fund | REIT | 35 | 15.55% | — | Nov 2012 | MXISX vs MXREX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 18 | 0.15% | — | Dec 1992 | MXISX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 44 | 8.98% | — | Sep 1999 | MXISX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 45 | 5.85% | — | Sep 1999 | MXISX vs MXDPX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 18 | 4.89% | — | May 2003 | MXISX vs MXLGX |
Often Compared With MXISX
Investors most often compare MXISX with MXMGX, SHSAX, VEVFX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare MXISX with Any Fund or Stock
Compare MXISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXISX with funds that move differently
Great-West S&P Small Cap 600 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXISX.
Explore MXISX Diversifiers