MXINX vs. EPDPX
Compare and contrast key facts about Great-West International Index Fund (MXINX) and EuroPac International Dividend Income Fund Class A (EPDPX).
MXINX is managed by Great-West. It was launched on Jan 13, 2011. EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014.
Performance
MXINX vs. EPDPX - Performance Comparison
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MXINX vs. EPDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | 0.95% | 30.90% | 2.92% | 17.56% | -14.75% | 10.32% | 7.97% | 21.26% | -13.93% | 24.73% |
EPDPX EuroPac International Dividend Income Fund Class A | 8.52% | 61.93% | 0.72% | 7.46% | 1.27% | 7.78% | 8.83% | 13.05% | -11.02% | 15.53% |
Returns By Period
In the year-to-date period, MXINX achieves a 0.95% return, which is significantly lower than EPDPX's 8.52% return. Over the past 10 years, MXINX has underperformed EPDPX with an annualized return of 8.09%, while EPDPX has yielded a comparatively higher 9.83% annualized return.
MXINX
- 1D
- 3.04%
- 1M
- -6.36%
- YTD
- 0.95%
- 6M
- 4.61%
- 1Y
- 22.32%
- 3Y*
- 13.84%
- 5Y*
- 7.89%
- 10Y*
- 8.09%
EPDPX
- 1D
- 2.47%
- 1M
- -6.52%
- YTD
- 8.52%
- 6M
- 18.76%
- 1Y
- 47.83%
- 3Y*
- 21.55%
- 5Y*
- 14.82%
- 10Y*
- 9.83%
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MXINX vs. EPDPX - Expense Ratio Comparison
MXINX has a 0.65% expense ratio, which is lower than EPDPX's 1.52% expense ratio.
Return for Risk
MXINX vs. EPDPX — Risk / Return Rank
MXINX
EPDPX
MXINX vs. EPDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West International Index Fund (MXINX) and EuroPac International Dividend Income Fund Class A (EPDPX). 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.
| MXINX | EPDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 2.99 | -1.67 |
Sortino ratioReturn per unit of downside risk | 1.86 | 3.53 | -1.68 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.57 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 4.39 | -2.83 |
Martin ratioReturn relative to average drawdown | 6.51 | 17.85 | -11.34 |
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
| MXINX | EPDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 2.99 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.06 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.66 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.45 | -0.16 |
Correlation
The correlation between MXINX and EPDPX is 0.74, 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
MXINX vs. EPDPX - Dividend Comparison
MXINX's dividend yield for the trailing twelve months is around 3.31%, less than EPDPX's 5.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | 3.31% | 3.34% | 2.20% | 4.38% | 1.80% | 5.73% | 2.45% | 2.64% | 3.55% | 2.63% | 0.00% | 0.00% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.68% | 6.55% | 3.82% | 3.08% | 2.56% | 2.07% | 1.70% | 2.43% | 2.66% | 2.69% | 2.24% | 3.58% |
Drawdowns
MXINX vs. EPDPX - Drawdown Comparison
The maximum MXINX drawdown since its inception was -34.59%, smaller than the maximum EPDPX drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for MXINX and EPDPX.
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Drawdown Indicators
| MXINX | EPDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -39.21% | +4.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -10.96% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -29.75% | -21.06% | -8.69% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -33.34% | -1.25% |
Current DrawdownCurrent decline from peak | -8.19% | -7.16% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -11.30% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.70% | +0.57% |
Volatility
MXINX vs. EPDPX - Volatility Comparison
Great-West International Index Fund (MXINX) has a higher volatility of 7.84% compared to EuroPac International Dividend Income Fund Class A (EPDPX) at 7.11%. This indicates that MXINX's price experiences larger fluctuations and is considered to be riskier than EPDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXINX | EPDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 7.11% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 11.64% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 16.26% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 14.07% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 14.88% | +2.07% |