MXIVX vs. FIGSX
Compare and contrast key facts about Great-West International Value Fund (MXIVX) and Fidelity Series International Growth Fund (FIGSX).
MXIVX is managed by Great-West. It was launched on Dec 1, 1993. FIGSX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
MXIVX vs. FIGSX - Performance Comparison
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MXIVX vs. FIGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXIVX Great-West International Value Fund | 1.89% | 39.08% | 5.46% | 18.05% | -15.20% | 10.38% | 10.20% | 22.07% | -15.68% | 25.12% |
FIGSX Fidelity Series International Growth Fund | -1.99% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 35.59% | -10.97% | 30.21% |
Returns By Period
In the year-to-date period, MXIVX achieves a 1.89% return, which is significantly higher than FIGSX's -1.99% return. Over the past 10 years, MXIVX has underperformed FIGSX with an annualized return of 8.86%, while FIGSX has yielded a comparatively higher 9.60% annualized return.
MXIVX
- 1D
- 3.19%
- 1M
- -5.99%
- YTD
- 1.89%
- 6M
- 7.51%
- 1Y
- 28.14%
- 3Y*
- 17.68%
- 5Y*
- 9.91%
- 10Y*
- 8.86%
FIGSX
- 1D
- 3.82%
- 1M
- -8.68%
- YTD
- -1.99%
- 6M
- -1.59%
- 1Y
- 13.63%
- 3Y*
- 10.79%
- 5Y*
- 5.70%
- 10Y*
- 9.60%
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MXIVX vs. FIGSX - Expense Ratio Comparison
MXIVX has a 1.07% expense ratio, which is higher than FIGSX's 0.01% expense ratio.
Return for Risk
MXIVX vs. FIGSX — Risk / Return Rank
MXIVX
FIGSX
MXIVX vs. FIGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West International Value Fund (MXIVX) and Fidelity Series International Growth Fund (FIGSX). 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.
| MXIVX | FIGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 0.74 | +1.02 |
Sortino ratioReturn per unit of downside risk | 2.35 | 1.16 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.16 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.98 | +1.04 |
Martin ratioReturn relative to average drawdown | 8.45 | 3.83 | +4.63 |
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
| MXIVX | FIGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 0.74 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.33 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.55 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.48 | -0.32 |
Correlation
The correlation between MXIVX and FIGSX 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
MXIVX vs. FIGSX - Dividend Comparison
MXIVX's dividend yield for the trailing twelve months is around 5.85%, less than FIGSX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXIVX Great-West International Value Fund | 5.85% | 5.96% | 4.97% | 3.27% | 2.99% | 4.27% | 1.99% | 2.42% | 27.79% | 2.85% | 0.00% | 0.00% |
FIGSX Fidelity Series International Growth Fund | 8.85% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
Drawdowns
MXIVX vs. FIGSX - Drawdown Comparison
The maximum MXIVX drawdown since its inception was -76.77%, which is greater than FIGSX's maximum drawdown of -34.47%. Use the drawdown chart below to compare losses from any high point for MXIVX and FIGSX.
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Drawdown Indicators
| MXIVX | FIGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.77% | -34.47% | -42.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -13.89% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -29.13% | -34.47% | +5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -34.47% | +1.29% |
Current DrawdownCurrent decline from peak | -7.65% | -10.60% | +2.95% |
Average DrawdownAverage peak-to-trough decline | -22.29% | -6.49% | -15.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.55% | -0.30% |
Volatility
MXIVX vs. FIGSX - Volatility Comparison
The current volatility for Great-West International Value Fund (MXIVX) is 7.17%, while Fidelity Series International Growth Fund (FIGSX) has a volatility of 9.09%. This indicates that MXIVX experiences smaller price fluctuations and is considered to be less risky than FIGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXIVX | FIGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 9.09% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 13.23% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.14% | 19.24% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.94% | 17.61% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 17.54% | +1.83% |