MXBPX vs. MXMDX
Compare and contrast key facts about Great-West Moderately Aggressive Profile Fund (MXBPX) and Great-West S&P Mid Cap 400 Index Fund (MXMDX).
MXBPX is managed by Great-West. It was launched on Sep 15, 1999. MXMDX is managed by Great-West. It was launched on Jan 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXBPX or MXMDX.
Correlation
The correlation between MXBPX and MXMDX is 0.74, 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.
Performance
MXBPX vs. MXMDX - Performance Comparison
Key characteristics
MXBPX:
0.09
MXMDX:
-0.23
MXBPX:
0.21
MXMDX:
-0.18
MXBPX:
1.03
MXMDX:
0.98
MXBPX:
0.05
MXMDX:
-0.19
MXBPX:
0.41
MXMDX:
-0.68
MXBPX:
2.73%
MXMDX:
7.15%
MXBPX:
12.46%
MXMDX:
21.29%
MXBPX:
-53.57%
MXMDX:
-45.17%
MXBPX:
-20.12%
MXMDX:
-19.67%
Returns By Period
In the year-to-date period, MXBPX achieves a -2.88% return, which is significantly higher than MXMDX's -11.81% return. Over the past 10 years, MXBPX has underperformed MXMDX with an annualized return of -0.27%, while MXMDX has yielded a comparatively higher 2.56% annualized return.
MXBPX
-2.88%
-5.06%
-5.35%
1.56%
3.58%
-0.27%
MXMDX
-11.81%
-7.91%
-14.77%
-4.07%
8.84%
2.56%
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MXBPX vs. MXMDX - Expense Ratio Comparison
MXBPX has a 0.42% expense ratio, which is lower than MXMDX's 0.55% expense ratio.
Risk-Adjusted Performance
MXBPX vs. MXMDX — Risk-Adjusted Performance Rank
MXBPX
MXMDX
MXBPX vs. MXMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Aggressive Profile Fund (MXBPX) and Great-West S&P Mid Cap 400 Index Fund (MXMDX). 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.
Dividends
MXBPX vs. MXMDX - Dividend Comparison
MXBPX's dividend yield for the trailing twelve months is around 3.19%, more than MXMDX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | 3.19% | 3.09% | 2.20% | 1.69% | 4.75% | 1.90% | 1.71% | 3.17% | 2.76% | 1.68% | 2.51% | 3.31% |
MXMDX Great-West S&P Mid Cap 400 Index Fund | 1.23% | 1.09% | 0.44% | 0.46% | 1.41% | 0.88% | 0.28% | 0.83% | 0.59% | 0.55% | 1.03% | 1.42% |
Drawdowns
MXBPX vs. MXMDX - Drawdown Comparison
The maximum MXBPX drawdown since its inception was -53.57%, which is greater than MXMDX's maximum drawdown of -45.17%. Use the drawdown chart below to compare losses from any high point for MXBPX and MXMDX. For additional features, visit the drawdowns tool.
Volatility
MXBPX vs. MXMDX - Volatility Comparison
The current volatility for Great-West Moderately Aggressive Profile Fund (MXBPX) is 8.28%, while Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a volatility of 14.19%. This indicates that MXBPX experiences smaller price fluctuations and is considered to be less risky than MXMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.