MXCPX vs. MXMVX
Compare and contrast key facts about Great-West Conservative Profile Fund (MXCPX) and Great-West Mid Cap Value Fund (MXMVX).
MXCPX is managed by Great-West. It was launched on Sep 29, 1999. MXMVX is managed by Great-West. It was launched on May 15, 2008.
Performance
MXCPX vs. MXMVX - Performance Comparison
Loading graphics...
MXCPX vs. MXMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXCPX Great-West Conservative Profile Fund | 0.00% | 8.19% | 4.95% | 8.41% | -10.33% | 6.35% | 8.07% | 11.40% | -3.95% | 5.94% |
MXMVX Great-West Mid Cap Value Fund | 2.99% | 8.32% | 15.59% | 15.15% | -27.98% | 34.87% | -0.99% | 20.49% | -13.76% | 16.62% |
Returns By Period
Over the past 10 years, MXCPX has underperformed MXMVX with an annualized return of 3.71%, while MXMVX has yielded a comparatively higher 7.02% annualized return.
MXCPX
- 1D
- 0.91%
- 1M
- -2.51%
- YTD
- 0.00%
- 6M
- 0.99%
- 1Y
- 6.75%
- 3Y*
- 6.23%
- 5Y*
- 2.91%
- 10Y*
- 3.71%
MXMVX
- 1D
- 2.33%
- 1M
- -5.11%
- YTD
- 2.99%
- 6M
- 5.26%
- 1Y
- 14.72%
- 3Y*
- 12.93%
- 5Y*
- 4.74%
- 10Y*
- 7.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXCPX vs. MXMVX - Expense Ratio Comparison
MXCPX has a 0.37% expense ratio, which is lower than MXMVX's 1.15% expense ratio.
Return for Risk
MXCPX vs. MXMVX — Risk / Return Rank
MXCPX
MXMVX
MXCPX vs. MXMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Conservative Profile Fund (MXCPX) and Great-West Mid Cap Value Fund (MXMVX). 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.
| MXCPX | MXMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.77 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.21 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.01 | +0.66 |
Martin ratioReturn relative to average drawdown | 6.66 | 4.62 | +2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXCPX | MXMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.77 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.25 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.34 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.19 | -0.11 |
Correlation
The correlation between MXCPX and MXMVX is 0.79, 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
MXCPX vs. MXMVX - Dividend Comparison
MXCPX's dividend yield for the trailing twelve months is around 3.45%, less than MXMVX's 5.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXCPX Great-West Conservative Profile Fund | 3.45% | 3.45% | 4.53% | 4.17% | 5.70% | 5.20% | 2.46% | 5.62% | 5.53% | 2.70% |
MXMVX Great-West Mid Cap Value Fund | 5.81% | 5.98% | 9.03% | 0.49% | 2.55% | 3.29% | 0.71% | 0.17% | 7.06% | 12.00% |
Drawdowns
MXCPX vs. MXMVX - Drawdown Comparison
The maximum MXCPX drawdown since its inception was -35.02%, smaller than the maximum MXMVX drawdown of -57.13%. Use the drawdown chart below to compare losses from any high point for MXCPX and MXMVX.
Loading graphics...
Drawdown Indicators
| MXCPX | MXMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.02% | -57.13% | +22.11% |
Max Drawdown (1Y)Largest decline over 1 year | -4.11% | -14.03% | +9.92% |
Max Drawdown (5Y)Largest decline over 5 years | -17.81% | -34.69% | +16.88% |
Max Drawdown (10Y)Largest decline over 10 years | -17.81% | -45.46% | +27.65% |
Current DrawdownCurrent decline from peak | -2.88% | -5.29% | +2.41% |
Average DrawdownAverage peak-to-trough decline | -12.61% | -12.62% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 3.24% | -2.20% |
Volatility
MXCPX vs. MXMVX - Volatility Comparison
The current volatility for Great-West Conservative Profile Fund (MXCPX) is 2.23%, while Great-West Mid Cap Value Fund (MXMVX) has a volatility of 5.17%. This indicates that MXCPX experiences smaller price fluctuations and is considered to be less risky than MXMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXCPX | MXMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.23% | 5.17% | -2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 3.31% | 9.93% | -6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.33% | 20.77% | -15.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.69% | 19.69% | -13.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.50% | 20.56% | -14.06% |