MXEQX vs. HDCTX
Compare and contrast key facts about Great-West Large Cap Value Fund (MXEQX) and Rational Equity Armor Fund (HDCTX).
MXEQX is managed by Great-West. It was launched on Nov 1, 1994. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
MXEQX vs. HDCTX - Performance Comparison
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MXEQX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXEQX Great-West Large Cap Value Fund | 0.79% | 16.92% | 15.35% | 12.28% | -5.50% | 26.96% | 2.91% | 159.33% | -9.91% | 15.41% |
HDCTX Rational Equity Armor Fund | -1.36% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, MXEQX achieves a 0.79% return, which is significantly higher than HDCTX's -1.36% return. Over the past 10 years, MXEQX has outperformed HDCTX with an annualized return of 18.85%, while HDCTX has yielded a comparatively lower 4.46% annualized return.
MXEQX
- 1D
- 1.94%
- 1M
- -4.67%
- YTD
- 0.79%
- 6M
- 5.45%
- 1Y
- 14.47%
- 3Y*
- 14.94%
- 5Y*
- 10.12%
- 10Y*
- 18.85%
HDCTX
- 1D
- 0.95%
- 1M
- -3.07%
- YTD
- -1.36%
- 6M
- -1.82%
- 1Y
- 12.88%
- 3Y*
- 11.04%
- 5Y*
- 5.16%
- 10Y*
- 4.46%
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MXEQX vs. HDCTX - Expense Ratio Comparison
MXEQX has a 0.96% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
MXEQX vs. HDCTX — Risk / Return Rank
MXEQX
HDCTX
MXEQX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Large Cap Value Fund (MXEQX) and Rational Equity Armor Fund (HDCTX). 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.
| MXEQX | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.20 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.75 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.96 | -0.71 |
Martin ratioReturn relative to average drawdown | 5.45 | 5.25 | +0.20 |
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
| MXEQX | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.20 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.49 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.39 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.36 | -0.08 |
Correlation
The correlation between MXEQX and HDCTX is 0.82, 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
MXEQX vs. HDCTX - Dividend Comparison
MXEQX's dividend yield for the trailing twelve months is around 1.79%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXEQX Great-West Large Cap Value Fund | 1.79% | 1.80% | 3.99% | 2.17% | 0.93% | 2.87% | 1.72% | 2.89% | 6.51% | 4.13% | 0.00% | 0.00% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
MXEQX vs. HDCTX - Drawdown Comparison
The maximum MXEQX drawdown since its inception was -66.85%, which is greater than HDCTX's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for MXEQX and HDCTX.
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Drawdown Indicators
| MXEQX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.85% | -59.05% | -7.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -6.95% | -5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -16.81% | -18.22% | +1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -19.43% | -18.30% |
Current DrawdownCurrent decline from peak | -5.23% | -6.07% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -13.36% | -6.45% | -6.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.59% | +0.29% |
Volatility
MXEQX vs. HDCTX - Volatility Comparison
Great-West Large Cap Value Fund (MXEQX) has a higher volatility of 4.20% compared to Rational Equity Armor Fund (HDCTX) at 2.15%. This indicates that MXEQX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXEQX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 2.15% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.13% | 6.30% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 11.06% | +5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.00% | 10.49% | +4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.73% | 11.44% | +26.29% |