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 0.81, 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:
0.27
MXMDX:
0.60
MXBPX:
0.40
MXMDX:
0.92
MXBPX:
1.06
MXMDX:
1.12
MXBPX:
0.06
MXMDX:
0.65
MXBPX:
1.33
MXMDX:
3.03
MXBPX:
1.99%
MXMDX:
3.26%
MXBPX:
9.92%
MXMDX:
16.58%
MXBPX:
-56.54%
MXMDX:
-45.17%
MXBPX:
-38.12%
MXMDX:
-9.87%
Returns By Period
Over the past 10 years, MXBPX has underperformed MXMDX with an annualized return of 0.22%, while MXMDX has yielded a comparatively higher 4.48% annualized return.
MXBPX
0.00%
-6.46%
-3.20%
4.35%
0.67%
0.22%
MXMDX
0.00%
-8.77%
4.27%
12.84%
5.51%
4.48%
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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 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
Neither MXBPX nor MXMDX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | 0.00% | 0.00% | 2.21% | 1.69% | 4.74% | 1.90% | 1.70% | 3.17% | 2.76% | 1.68% | 2.51% | 3.31% |
MXMDX Great-West S&P Mid Cap 400 Index Fund | 0.00% | 0.00% | 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 -56.54%, 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 4.66%, while Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a volatility of 5.77%. 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.