MXINX vs. IVFIX
Compare and contrast key facts about Great-West International Index Fund (MXINX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
MXINX is managed by Great-West. It was launched on Jan 13, 2011. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
MXINX vs. IVFIX - Performance Comparison
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MXINX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | -2.03% | 30.90% | 2.92% | 17.56% | -14.75% | 10.32% | 7.97% | 21.26% | -13.93% | 24.73% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
Returns By Period
In the year-to-date period, MXINX achieves a -2.03% return, which is significantly lower than IVFIX's 5.22% return. Over the past 10 years, MXINX has outperformed IVFIX with an annualized return of 7.76%, while IVFIX has yielded a comparatively lower 7.06% annualized return.
MXINX
- 1D
- 0.39%
- 1M
- -10.91%
- YTD
- -2.03%
- 6M
- 2.17%
- 1Y
- 18.88%
- 3Y*
- 12.70%
- 5Y*
- 7.24%
- 10Y*
- 7.76%
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
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MXINX vs. IVFIX - Expense Ratio Comparison
MXINX has a 0.65% expense ratio, which is lower than IVFIX's 0.86% expense ratio.
Return for Risk
MXINX vs. IVFIX — Risk / Return Rank
MXINX
IVFIX
MXINX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West International Index Fund (MXINX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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 | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.98 | -1.01 |
Sortino ratioReturn per unit of downside risk | 1.40 | 2.58 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.41 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 4.08 | -2.84 |
Martin ratioReturn relative to average drawdown | 5.25 | 17.43 | -12.19 |
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 | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.98 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.83 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.49 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.21 | +0.07 |
Correlation
The correlation between MXINX and IVFIX is 0.83, 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. IVFIX - Dividend Comparison
MXINX's dividend yield for the trailing twelve months is around 3.41%, more than IVFIX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXINX Great-West International Index Fund | 3.41% | 3.34% | 2.20% | 4.38% | 1.80% | 5.73% | 2.45% | 2.64% | 3.55% | 2.63% | 0.00% | 0.00% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
MXINX vs. IVFIX - Drawdown Comparison
The maximum MXINX drawdown since its inception was -34.59%, smaller than the maximum IVFIX drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for MXINX and IVFIX.
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Drawdown Indicators
| MXINX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -51.49% | +16.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -8.47% | -2.96% |
Max Drawdown (5Y)Largest decline over 5 years | -29.75% | -21.29% | -8.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -33.46% | -1.13% |
Current DrawdownCurrent decline from peak | -10.91% | -6.58% | -4.33% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -11.69% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 1.98% | +1.25% |
Volatility
MXINX vs. IVFIX - Volatility Comparison
Great-West International Index Fund (MXINX) has a higher volatility of 7.18% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.54%. This indicates that MXINX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXINX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 4.54% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 8.10% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 14.63% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 12.96% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 14.74% | +2.19% |