MXMCX vs. VFIAX
Compare and contrast key facts about Great-West Ariel Mid Cap Value Fund (MXMCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
MXMCX is managed by Great-West. It was launched on Jan 3, 1994. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXMCX or VFIAX.
Correlation
The correlation between MXMCX and VFIAX is 0.80, 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
MXMCX vs. VFIAX - Performance Comparison
Key characteristics
Returns By Period
MXMCX
N/A
N/A
N/A
N/A
N/A
N/A
VFIAX
4.11%
2.06%
9.70%
23.74%
14.32%
13.24%
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MXMCX vs. VFIAX - Expense Ratio Comparison
MXMCX has a 1.05% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
MXMCX vs. VFIAX — Risk-Adjusted Performance Rank
MXMCX
VFIAX
MXMCX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Ariel Mid Cap Value Fund (MXMCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
MXMCX vs. VFIAX - Dividend Comparison
MXMCX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMCX Great-West Ariel Mid Cap Value Fund | 1.10% | 1.10% | 2.63% | 17.20% | 1.95% | 2.20% | 1.35% | 0.88% | 10.30% | 1.39% | 1.47% | 1.91% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MXMCX vs. VFIAX - Drawdown Comparison
Volatility
MXMCX vs. VFIAX - Volatility Comparison
The current volatility for Great-West Ariel Mid Cap Value Fund (MXMCX) is 0.00%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.21%. This indicates that MXMCX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.