MXBPX vs. BWBIX
Compare and contrast key facts about Great-West Moderately Aggressive Profile Fund (MXBPX) and Baron WealthBuilder Fund (BWBIX).
MXBPX is managed by Great-West. It was launched on Sep 15, 1999. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
MXBPX vs. BWBIX - Performance Comparison
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MXBPX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | -0.27% | 13.78% | 9.00% | 13.96% | -13.04% | 14.39% | 11.44% | 20.91% | -9.53% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, MXBPX achieves a -0.27% return, which is significantly higher than BWBIX's -7.42% return.
MXBPX
- 1D
- 1.92%
- 1M
- -4.74%
- YTD
- -0.27%
- 6M
- 1.69%
- 1Y
- 12.35%
- 3Y*
- 10.62%
- 5Y*
- 5.80%
- 10Y*
- 6.91%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
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MXBPX vs. BWBIX - Expense Ratio Comparison
MXBPX has a 0.42% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
MXBPX vs. BWBIX — Risk / Return Rank
MXBPX
BWBIX
MXBPX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Aggressive Profile Fund (MXBPX) and Baron WealthBuilder Fund (BWBIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MXBPX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.54 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.95 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.13 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.86 | +0.50 |
Martin ratioReturn relative to average drawdown | 5.32 | 3.22 | +2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MXBPX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.54 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.14 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.49 | -0.38 |
Correlation
The correlation between MXBPX and BWBIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MXBPX vs. BWBIX - Dividend Comparison
MXBPX's dividend yield for the trailing twelve months is around 5.94%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | 5.94% | 5.92% | 6.18% | 5.45% | 9.89% | 9.76% | 8.52% | 11.28% | 12.07% | 4.47% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% |
Drawdowns
MXBPX vs. BWBIX - Drawdown Comparison
The maximum MXBPX drawdown since its inception was -55.80%, which is greater than BWBIX's maximum drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for MXBPX and BWBIX.
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Drawdown Indicators
| MXBPX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.80% | -39.14% | -16.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -12.76% | +3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -39.14% | +13.63% |
Max Drawdown (10Y)Largest decline over 10 years | -28.63% | — | — |
Current DrawdownCurrent decline from peak | -5.34% | -9.26% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -11.88% | -9.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.41% | -1.06% |
Volatility
MXBPX vs. BWBIX - Volatility Comparison
The current volatility for Great-West Moderately Aggressive Profile Fund (MXBPX) is 4.26%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 5.39%. This indicates that MXBPX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBPX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 5.39% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.20% | 11.38% | -3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 19.94% | -6.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.42% | 21.19% | -7.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.67% | 23.31% | -9.64% |