Great-West S&P Mid Cap 400 Index Fund (MXMDX) belongs to the Mid 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 MXMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXMDX
MXMDX charges 0.55% annually. There are 28 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | MXMDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | MXMDX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | MXMDX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | MXMDX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | MXMDX vs FSMAX |
Best Risk-Adjusted Alternatives to MXMDX
MXMDX has a PortfoliosLab risk / return rank of 38. There are 75 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | MXMDX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | MXMDX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | MXMDX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 82 | — | Mar 2006 | MXMDX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | MXMDX vs FZAMX |
Top Performing MXMDX Alternatives (YTD)
MXMDX is at 14.19% YTD. There are 77 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.67% | — | Jan 2005 | MXMDX vs PFSLX | |
| 13D Activist Fund | 31.49% | — | Dec 2011 | MXMDX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 28.35% | — | Aug 2015 | MXMDX vs FZFLX | |
| Hodges Fund | 26.39% | — | Oct 1992 | MXMDX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.49% | — | Aug 2013 | MXMDX vs FZAMX |
Lowest Volatility Alternatives to MXMDX
MXMDX has 15.59% 1-year volatility. There are 56 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.70% | — | Dec 2002 | MXMDX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.74% | — | Jul 1999 | MXMDX vs TLVAX | |
| Boston Trust Midcap Fund | 11.79% | — | — | MXMDX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.91% | — | Aug 2011 | MXMDX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | MXMDX vs RSINX |
Lowest Drawdown Alternatives to MXMDX
MXMDX has a 1-year max drawdown of -8.87%. There are 46 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | MXMDX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | MXMDX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | MXMDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | MXMDX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | MXMDX vs DNLDX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXISX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 60 | 10.21% | — | Sep 2003 | MXMDX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 64 | 20.40% | — | Jan 2018 | MXMDX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 67 | 20.76% | — | Dec 1993 | MXMDX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 33 | 9.39% | — | Jan 2011 | MXMDX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 64 | 18.82% | — | Nov 2012 | MXMDX vs MXREX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 55 | 3.99% | — | Sep 1999 | MXMDX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 14 | -0.38% | — | Dec 1992 | MXMDX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 42 | 8.58% | — | Sep 1999 | MXMDX vs MXBPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 41 | 7.62% | — | Dec 1993 | MXMDX vs MXIVX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 44 | 5.61% | — | Sep 1999 | MXMDX vs MXDPX |
Often Compared With MXMDX
Investors most often compare MXMDX with FTHNX, ALARX, MXMGX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare MXMDX with Any Fund or Stock
Compare MXMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXMDX with funds that move differently
Great-West S&P Mid Cap 400 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXMDX.
Explore MXMDX Diversifiers