MXMDX vs. BIGTX
Compare and contrast key facts about Great-West S&P Mid Cap 400 Index Fund (MXMDX) and The Texas Fund (BIGTX).
MXMDX is managed by Great-West. It was launched on Jan 20, 2011. BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013.
Performance
MXMDX vs. BIGTX - Performance Comparison
Loading graphics...
MXMDX vs. BIGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMDX Great-West S&P Mid Cap 400 Index Fund | 2.37% | 6.90% | 13.23% | 15.75% | -13.60% | 24.25% | 12.84% | 25.48% | -12.02% | 15.01% |
BIGTX The Texas Fund | 9.34% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
Returns By Period
In the year-to-date period, MXMDX achieves a 2.37% return, which is significantly lower than BIGTX's 9.34% return. Both investments have delivered pretty close results over the past 10 years, with MXMDX having a 9.32% annualized return and BIGTX not far ahead at 9.58%.
MXMDX
- 1D
- 2.86%
- 1M
- -6.22%
- YTD
- 2.37%
- 6M
- 3.53%
- 1Y
- 16.02%
- 3Y*
- 11.42%
- 5Y*
- 6.29%
- 10Y*
- 9.32%
BIGTX
- 1D
- 2.09%
- 1M
- -3.58%
- YTD
- 9.34%
- 6M
- 4.74%
- 1Y
- 22.70%
- 3Y*
- 14.81%
- 5Y*
- 7.05%
- 10Y*
- 9.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXMDX vs. BIGTX - Expense Ratio Comparison
MXMDX has a 0.55% expense ratio, which is lower than BIGTX's 1.67% expense ratio.
Return for Risk
MXMDX vs. BIGTX — Risk / Return Rank
MXMDX
BIGTX
MXMDX vs. BIGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P Mid Cap 400 Index Fund (MXMDX) and The Texas Fund (BIGTX). 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.
| MXMDX | BIGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.33 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.91 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.06 | -0.93 |
Martin ratioReturn relative to average drawdown | 4.93 | 8.80 | -3.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXMDX | BIGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.33 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.01 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.01 | +0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.01 | +0.41 |
Correlation
The correlation between MXMDX and BIGTX is 0.85, 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
MXMDX vs. BIGTX - Dividend Comparison
MXMDX's dividend yield for the trailing twelve months is around 6.50%, less than BIGTX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMDX Great-West S&P Mid Cap 400 Index Fund | 6.50% | 6.66% | 3.04% | 4.76% | 4.35% | 5.24% | 5.74% | 3.74% | 8.13% | 4.51% |
BIGTX The Texas Fund | 6.75% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% |
Drawdowns
MXMDX vs. BIGTX - Drawdown Comparison
The maximum MXMDX drawdown since its inception was -41.80%, smaller than the maximum BIGTX drawdown of -97.22%. Use the drawdown chart below to compare losses from any high point for MXMDX and BIGTX.
Loading graphics...
Drawdown Indicators
| MXMDX | BIGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.80% | -97.22% | +55.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -11.70% | -2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.15% | -97.22% | +73.07% |
Max Drawdown (10Y)Largest decline over 10 years | -41.80% | -97.22% | +55.42% |
Current DrawdownCurrent decline from peak | -6.26% | -96.18% | +89.92% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -18.89% | +12.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.74% | +0.73% |
Volatility
MXMDX vs. BIGTX - Volatility Comparison
Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a higher volatility of 6.50% compared to The Texas Fund (BIGTX) at 5.26%. This indicates that MXMDX's price experiences larger fluctuations and is considered to be riskier than BIGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXMDX | BIGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.26% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 10.77% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 17.93% | +4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 1,245.70% | -1,225.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.20% | 880.79% | -859.59% |