MXEQX vs. RIDAX
Compare and contrast key facts about Great-West Large Cap Value Fund (MXEQX) and The Income Fund of America Class R-1 (RIDAX).
MXEQX is managed by Great-West. It was launched on Nov 1, 1994. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
MXEQX vs. RIDAX - Performance Comparison
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MXEQX vs. RIDAX - 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% |
RIDAX The Income Fund of America Class R-1 | 2.61% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, MXEQX achieves a 0.79% return, which is significantly lower than RIDAX's 2.61% return. Over the past 10 years, MXEQX has outperformed RIDAX with an annualized return of 18.85%, while RIDAX has yielded a comparatively lower 7.49% 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%
RIDAX
- 1D
- 1.30%
- 1M
- -4.26%
- YTD
- 2.61%
- 6M
- 4.88%
- 1Y
- 14.49%
- 3Y*
- 11.46%
- 5Y*
- 7.18%
- 10Y*
- 7.49%
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MXEQX vs. RIDAX - Expense Ratio Comparison
MXEQX has a 0.96% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
MXEQX vs. RIDAX — Risk / Return Rank
MXEQX
RIDAX
MXEQX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Large Cap Value Fund (MXEQX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.56 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.15 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.85 | -0.60 |
Martin ratioReturn relative to average drawdown | 5.45 | 8.56 | -3.11 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.56 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.76 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.70 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.67 | -0.38 |
Correlation
The correlation between MXEQX and RIDAX is 0.89, 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. RIDAX - Dividend Comparison
MXEQX's dividend yield for the trailing twelve months is around 1.79%, less than RIDAX's 9.02% 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% |
RIDAX The Income Fund of America Class R-1 | 9.02% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
MXEQX vs. RIDAX - Drawdown Comparison
The maximum MXEQX drawdown since its inception was -66.85%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for MXEQX and RIDAX.
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Drawdown Indicators
| MXEQX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.85% | -42.37% | -24.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -8.25% | -3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -16.81% | -16.28% | -0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -26.22% | -11.51% |
Current DrawdownCurrent decline from peak | -5.23% | -4.54% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -13.36% | -4.42% | -8.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 1.78% | +1.10% |
Volatility
MXEQX vs. RIDAX - Volatility Comparison
Great-West Large Cap Value Fund (MXEQX) has a higher volatility of 4.20% compared to The Income Fund of America Class R-1 (RIDAX) at 3.31%. This indicates that MXEQX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXEQX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 3.31% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.13% | 5.61% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 9.54% | +7.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.00% | 9.48% | +5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.73% | 10.68% | +27.05% |