MXDPX vs. BWBIX
Compare and contrast key facts about Great-West Moderately Conservative Profile Fund (MXDPX) and Baron WealthBuilder Fund (BWBIX).
MXDPX is managed by Great-West. It was launched on Sep 26, 1999. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
MXDPX vs. BWBIX - Performance Comparison
Loading graphics...
MXDPX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MXDPX Great-West Moderately Conservative Profile Fund | -0.12% | 10.02% | 6.17% | 10.19% | -11.44% | 9.24% | 9.30% | 14.91% | -5.40% |
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, MXDPX achieves a -0.12% return, which is significantly higher than BWBIX's -7.42% return.
MXDPX
- 1D
- 1.21%
- 1M
- -3.35%
- YTD
- -0.12%
- 6M
- 1.17%
- 1Y
- 8.54%
- 3Y*
- 7.61%
- 5Y*
- 3.82%
- 10Y*
- 4.93%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXDPX vs. BWBIX - Expense Ratio Comparison
MXDPX has a 0.37% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
MXDPX vs. BWBIX — Risk / Return Rank
MXDPX
BWBIX
MXDPX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Conservative Profile Fund (MXDPX) 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.
| MXDPX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.54 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.95 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.86 | +0.61 |
Martin ratioReturn relative to average drawdown | 5.70 | 3.22 | +2.48 |
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
| MXDPX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.54 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.14 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.49 | -0.36 |
Correlation
The correlation between MXDPX and BWBIX is 0.73, 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
MXDPX vs. BWBIX - Dividend Comparison
MXDPX's dividend yield for the trailing twelve months is around 5.28%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXDPX Great-West Moderately Conservative Profile Fund | 5.28% | 5.27% | 4.86% | 5.29% | 6.69% | 6.84% | 2.38% | 7.36% | 7.84% | 2.90% |
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
MXDPX vs. BWBIX - Drawdown Comparison
The maximum MXDPX drawdown since its inception was -39.33%, roughly equal to the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for MXDPX and BWBIX.
Loading graphics...
Drawdown Indicators
| MXDPX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.33% | -39.14% | -0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -5.89% | -12.76% | +6.87% |
Max Drawdown (5Y)Largest decline over 5 years | -20.55% | -39.14% | +18.59% |
Max Drawdown (10Y)Largest decline over 10 years | -20.55% | — | — |
Current DrawdownCurrent decline from peak | -3.79% | -9.26% | +5.47% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -11.88% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 3.41% | -1.89% |
Volatility
MXDPX vs. BWBIX - Volatility Comparison
The current volatility for Great-West Moderately Conservative Profile Fund (MXDPX) is 2.87%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 5.39%. This indicates that MXDPX 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.
Loading graphics...
Volatility by Period
| MXDPX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.87% | 5.39% | -2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 5.14% | 11.38% | -6.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.41% | 19.94% | -11.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.03% | 21.19% | -12.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.87% | 23.31% | -14.44% |