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 Fund Class K | 0.02% | — | Sep 2014 | MXVIX vs SSSYX |
Best Risk-Adjusted Alternatives to MXVIX
MXVIX has a PortfoliosLab risk / return rank of 65. There are 114 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MXVIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MXVIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MXVIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MXVIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MXVIX vs IGIAX |
Top Performing MXVIX Alternatives (YTD)
MXVIX is at 9.55% YTD. There are 179 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MXVIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MXVIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MXVIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MXVIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MXVIX vs FLVCX |
Lowest Volatility Alternatives to MXVIX
MXVIX has 12.46% 1-year volatility. There are 118 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MXVIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MXVIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MXVIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MXVIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MXVIX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 33.84% | — | Jan 2018 | MXVIX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 69 | 19.44% | — | Dec 1993 | MXVIX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.72% | — | Jan 2011 | MXVIX vs MXINX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 53 | 4.12% | — | Sep 1999 | MXVIX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.57% | — | Jan 2011 | MXVIX vs MXMDX | |
| Great-West Real Estate Index Fund | REIT | 35 | 15.55% | — | Nov 2012 | MXVIX vs MXREX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 18 | 0.15% | — | Dec 1992 | MXVIX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 44 | 8.98% | — | Sep 1999 | MXVIX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 45 | 5.85% | — | Sep 1999 | MXVIX vs MXDPX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 18 | 4.89% | — | May 2003 | MXVIX vs MXLGX |
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