Great-West S&P 500 Index Fund (MXVIX) belongs to the Large 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 MXVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXVIX
MXVIX charges 0.51% annually. There are 140 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MXVIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MXVIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MXVIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MXVIX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | MXVIX vs SSEYX |
Best Risk-Adjusted Alternatives to MXVIX
MXVIX has a PortfoliosLab risk / return rank of 65. There are 99 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | MXVIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | MXVIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MXVIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | MXVIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | MXVIX vs GTLOX |
Top Performing MXVIX Alternatives (YTD)
MXVIX is at 11.10% YTD. There are 181 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | MXVIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | MXVIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | MXVIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | MXVIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | MXVIX vs RESGX |
Lowest Volatility Alternatives to MXVIX
MXVIX has 12.45% 1-year volatility. There are 119 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MXVIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MXVIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MXVIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MXVIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | MXVIX vs JEPIX |
Lowest Drawdown Alternatives to MXVIX
MXVIX has a 1-year max drawdown of -8.94%. There are 170 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MXVIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MXVIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MXVIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MXVIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MXVIX vs QUERX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXEOX, MXISX, MXINX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 25.10% | — | Jan 2018 | MXVIX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 68 | 21.22% | — | Dec 1993 | MXVIX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.47% | — | Jan 2011 | MXVIX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 61 | 18.17% | — | Nov 2012 | MXVIX vs MXREX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 54 | 4.25% | — | Sep 1999 | MXVIX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 40 | 14.86% | — | Jan 2011 | MXVIX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 16 | -0.08% | — | Dec 1992 | MXVIX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 41 | 8.98% | — | Sep 1999 | MXVIX vs MXBPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 44 | 8.38% | — | Dec 1993 | MXVIX vs MXIVX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 44 | 5.97% | — | Sep 1999 | MXVIX vs MXDPX |
Often Compared With MXVIX
Investors most often compare MXVIX with FXAIX, VOO, MXMGX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare MXVIX with Any Fund or Stock
Compare MXVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXVIX with funds that move differently
Great-West S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXVIX.
Explore MXVIX Diversifiers