MXLGX vs. FCGSX
Compare and contrast key facts about Great-West Large Cap Growth Fund (MXLGX) and Fidelity Series Growth Company Fund (FCGSX).
MXLGX is managed by Great-West. It was launched on May 21, 2003. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
MXLGX vs. FCGSX - Performance Comparison
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MXLGX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXLGX Great-West Large Cap Growth Fund | -8.64% | 13.93% | 25.30% | 33.43% | -34.08% | 41.30% | 40.72% | 36.20% | -0.47% | 28.82% |
FCGSX Fidelity Series Growth Company Fund | -2.49% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Returns By Period
In the year-to-date period, MXLGX achieves a -8.64% return, which is significantly lower than FCGSX's -2.49% return. Over the past 10 years, MXLGX has underperformed FCGSX with an annualized return of 14.58%, while FCGSX has yielded a comparatively higher 21.96% annualized return.
MXLGX
- 1D
- 3.14%
- 1M
- -4.90%
- YTD
- -8.64%
- 6M
- -9.01%
- 1Y
- 10.97%
- 3Y*
- 16.96%
- 5Y*
- 9.76%
- 10Y*
- 14.58%
FCGSX
- 1D
- 4.44%
- 1M
- -4.59%
- YTD
- -2.49%
- 6M
- 1.86%
- 1Y
- 38.78%
- 3Y*
- 28.90%
- 5Y*
- 14.89%
- 10Y*
- 21.96%
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MXLGX vs. FCGSX - Expense Ratio Comparison
MXLGX has a 1.00% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
MXLGX vs. FCGSX — Risk / Return Rank
MXLGX
FCGSX
MXLGX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Large Cap Growth Fund (MXLGX) and Fidelity Series Growth Company Fund (FCGSX). 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.
| MXLGX | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.66 | -1.09 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.34 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.33 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.98 | -2.24 |
Martin ratioReturn relative to average drawdown | 2.29 | 13.43 | -11.14 |
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
| MXLGX | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.66 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.63 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.95 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.88 | -0.65 |
Correlation
The correlation between MXLGX and FCGSX is 0.90, 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
MXLGX vs. FCGSX - Dividend Comparison
MXLGX's dividend yield for the trailing twelve months is around 14.12%, more than FCGSX's 10.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXLGX Great-West Large Cap Growth Fund | 14.12% | 12.90% | 9.72% | 2.95% | 9.29% | 21.33% | 30.57% | 17.96% | 25.47% | 5.25% | 0.00% | 0.00% |
FCGSX Fidelity Series Growth Company Fund | 10.74% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
MXLGX vs. FCGSX - Drawdown Comparison
The maximum MXLGX drawdown since its inception was -62.98%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for MXLGX and FCGSX.
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Drawdown Indicators
| MXLGX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.98% | -38.77% | -24.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.95% | -13.10% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -38.07% | -38.77% | +0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -38.77% | +0.70% |
Current DrawdownCurrent decline from peak | -12.28% | -6.44% | -5.84% |
Average DrawdownAverage peak-to-trough decline | -25.98% | -7.05% | -18.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 2.91% | +1.98% |
Volatility
MXLGX vs. FCGSX - Volatility Comparison
The current volatility for Great-West Large Cap Growth Fund (MXLGX) is 6.00%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 8.15%. This indicates that MXLGX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXLGX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 8.15% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 14.39% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 24.14% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 23.69% | -1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.42% | 23.19% | +0.23% |