MXEQX vs. PSECX
Compare and contrast key facts about Great-West Large Cap Value Fund (MXEQX) and 1789 Growth and Income Fund (PSECX).
MXEQX is managed by Great-West. It was launched on Nov 1, 1994. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
MXEQX vs. PSECX - Performance Comparison
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MXEQX vs. PSECX - 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% |
PSECX 1789 Growth and Income Fund | -0.58% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.16% |
Returns By Period
In the year-to-date period, MXEQX achieves a 0.79% return, which is significantly higher than PSECX's -0.58% return. Over the past 10 years, MXEQX has outperformed PSECX with an annualized return of 18.85%, while PSECX has yielded a comparatively lower 7.01% 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%
PSECX
- 1D
- 1.46%
- 1M
- -5.95%
- YTD
- -0.58%
- 6M
- -1.96%
- 1Y
- 8.21%
- 3Y*
- 10.31%
- 5Y*
- 7.34%
- 10Y*
- 7.01%
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MXEQX vs. PSECX - Expense Ratio Comparison
MXEQX has a 0.96% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
MXEQX vs. PSECX — Risk / Return Rank
MXEQX
PSECX
MXEQX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Large Cap Value Fund (MXEQX) and 1789 Growth and Income Fund (PSECX). 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 | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.63 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.00 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.11 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.45 | 4.41 | +1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MXEQX | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.63 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.62 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.53 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.54 | -0.25 |
Correlation
The correlation between MXEQX and PSECX 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. PSECX - Dividend Comparison
MXEQX's dividend yield for the trailing twelve months is around 1.79%, more than PSECX's 0.85% 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% |
PSECX 1789 Growth and Income Fund | 0.85% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
MXEQX vs. PSECX - Drawdown Comparison
The maximum MXEQX drawdown since its inception was -66.85%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for MXEQX and PSECX.
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Drawdown Indicators
| MXEQX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.85% | -31.13% | -35.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -8.36% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -16.81% | -18.47% | +1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -31.13% | -6.60% |
Current DrawdownCurrent decline from peak | -5.23% | -6.09% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -13.36% | -3.90% | -9.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.10% | +0.78% |
Volatility
MXEQX vs. PSECX - Volatility Comparison
Great-West Large Cap Value Fund (MXEQX) has a higher volatility of 4.20% compared to 1789 Growth and Income Fund (PSECX) at 3.54%. This indicates that MXEQX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXEQX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 3.54% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.13% | 7.74% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 13.18% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.00% | 11.92% | +3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.73% | 13.18% | +24.55% |