MXISX vs. MXVIX
Compare and contrast key facts about Great-West S&P Small Cap 600 Index Fund (MXISX) and Great-West S&P 500 Index Fund (MXVIX).
MXISX is managed by Great-West. It was launched on Dec 1, 1993. MXVIX is managed by Great-West. It was launched on Sep 8, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXISX or MXVIX.
Correlation
The correlation between MXISX and MXVIX 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.
Performance
MXISX vs. MXVIX - Performance Comparison
Key characteristics
MXISX:
0.53
MXVIX:
1.87
MXISX:
0.89
MXVIX:
2.50
MXISX:
1.11
MXVIX:
1.34
MXISX:
0.40
MXVIX:
2.83
MXISX:
2.07
MXVIX:
11.48
MXISX:
4.94%
MXVIX:
2.09%
MXISX:
19.32%
MXVIX:
12.83%
MXISX:
-53.77%
MXVIX:
-33.82%
MXISX:
-16.65%
MXVIX:
0.00%
Returns By Period
In the year-to-date period, MXISX achieves a 1.68% return, which is significantly lower than MXVIX's 4.07% return. Over the past 10 years, MXISX has underperformed MXVIX with an annualized return of 1.46%, while MXVIX has yielded a comparatively higher 8.58% annualized return.
MXISX
1.68%
0.00%
1.13%
5.57%
2.68%
1.46%
MXVIX
4.07%
2.84%
10.04%
22.02%
9.76%
8.58%
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MXISX vs. MXVIX - Expense Ratio Comparison
MXISX has a 0.56% expense ratio, which is higher than MXVIX's 0.51% expense ratio.
Risk-Adjusted Performance
MXISX vs. MXVIX — Risk-Adjusted Performance Rank
MXISX
MXVIX
MXISX vs. MXVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P Small Cap 600 Index Fund (MXISX) and Great-West S&P 500 Index Fund (MXVIX). 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.
Dividends
MXISX vs. MXVIX - Dividend Comparison
MXISX's dividend yield for the trailing twelve months is around 0.77%, more than MXVIX's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 0.77% | 0.78% | 0.52% | 0.54% | 2.10% | 1.26% | 0.61% | 1.49% | 1.61% | 0.92% | 1.26% | 1.22% |
MXVIX Great-West S&P 500 Index Fund | 0.50% | 0.52% | 0.43% | 0.39% | 0.35% | 0.68% | 0.66% | 0.92% | 0.80% | 0.90% | 1.26% | 1.48% |
Drawdowns
MXISX vs. MXVIX - Drawdown Comparison
The maximum MXISX drawdown since its inception was -53.77%, which is greater than MXVIX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for MXISX and MXVIX. For additional features, visit the drawdowns tool.
Volatility
MXISX vs. MXVIX - Volatility Comparison
Great-West S&P Small Cap 600 Index Fund (MXISX) has a higher volatility of 3.63% compared to Great-West S&P 500 Index Fund (MXVIX) at 3.09%. This indicates that MXISX's price experiences larger fluctuations and is considered to be riskier than MXVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.