MXISX vs. VSCPX
Compare and contrast key facts about Great-West S&P Small Cap 600 Index Fund (MXISX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX).
MXISX is managed by Great-West. It was launched on Dec 1, 1993. VSCPX is managed by Vanguard. It was launched on Dec 17, 2010.
Performance
MXISX vs. VSCPX - Performance Comparison
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MXISX vs. VSCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 3.41% | 5.53% | 7.87% | 14.61% | -16.60% | 26.08% | 10.73% | 21.46% | -9.22% | 11.80% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.90% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -9.31% | 16.27% |
Returns By Period
In the year-to-date period, MXISX achieves a 3.41% return, which is significantly higher than VSCPX's 1.90% return. Over the past 10 years, MXISX has underperformed VSCPX with an annualized return of 8.96%, while VSCPX has yielded a comparatively higher 10.51% annualized return.
MXISX
- 1D
- 2.85%
- 1M
- -4.71%
- YTD
- 3.41%
- 6M
- 4.73%
- 1Y
- 19.70%
- 3Y*
- 9.60%
- 5Y*
- 3.72%
- 10Y*
- 8.96%
VSCPX
- 1D
- 3.14%
- 1M
- -5.70%
- YTD
- 1.90%
- 6M
- 3.42%
- 1Y
- 19.31%
- 3Y*
- 13.03%
- 5Y*
- 5.36%
- 10Y*
- 10.51%
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MXISX vs. VSCPX - Expense Ratio Comparison
MXISX has a 0.56% expense ratio, which is higher than VSCPX's 0.03% expense ratio.
Return for Risk
MXISX vs. VSCPX — Risk / Return Rank
MXISX
VSCPX
MXISX vs. VSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P Small Cap 600 Index Fund (MXISX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX). 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.
| MXISX | VSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.91 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.41 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.38 | -0.18 |
Martin ratioReturn relative to average drawdown | 4.94 | 5.96 | -1.02 |
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
| MXISX | VSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.91 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.26 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.49 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.50 | -0.31 |
Correlation
The correlation between MXISX and VSCPX is 0.92, 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
MXISX vs. VSCPX - Dividend Comparison
MXISX's dividend yield for the trailing twelve months is around 7.20%, more than VSCPX's 1.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXISX Great-West S&P Small Cap 600 Index Fund | 7.20% | 7.45% | 4.53% | 2.41% | 6.55% | 10.79% | 6.55% | 6.71% | 14.30% | 8.68% | 4.94% | 10.96% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.35% | 1.35% | 1.32% | 1.56% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% |
Drawdowns
MXISX vs. VSCPX - Drawdown Comparison
The maximum MXISX drawdown since its inception was -70.66%, which is greater than VSCPX's maximum drawdown of -41.81%. Use the drawdown chart below to compare losses from any high point for MXISX and VSCPX.
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Drawdown Indicators
| MXISX | VSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.66% | -41.81% | -28.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -14.29% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -28.07% | -28.13% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -44.78% | -41.81% | -2.97% |
Current DrawdownCurrent decline from peak | -5.79% | -6.11% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -21.97% | -6.55% | -15.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 3.32% | +0.63% |
Volatility
MXISX vs. VSCPX - Volatility Comparison
The current volatility for Great-West S&P Small Cap 600 Index Fund (MXISX) is 6.28%, while Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a volatility of 6.81%. This indicates that MXISX experiences smaller price fluctuations and is considered to be less risky than VSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXISX | VSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 6.81% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.02% | 12.60% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.24% | 21.79% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 20.74% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.84% | 21.55% | +2.29% |