MXMDX vs. LLSCX
Compare and contrast key facts about Great-West S&P Mid Cap 400 Index Fund (MXMDX) and Longleaf Partners Small-Cap Fund (LLSCX).
MXMDX is managed by Great-West. It was launched on Jan 20, 2011. LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989.
Performance
MXMDX vs. LLSCX - Performance Comparison
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MXMDX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMDX Great-West S&P Mid Cap 400 Index Fund | -0.47% | 6.90% | 13.23% | 15.75% | -13.60% | 24.25% | 12.84% | 25.48% | -12.02% | 15.01% |
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Returns By Period
In the year-to-date period, MXMDX achieves a -0.47% return, which is significantly higher than LLSCX's -3.68% return. Over the past 10 years, MXMDX has outperformed LLSCX with an annualized return of 9.01%, while LLSCX has yielded a comparatively lower 6.69% annualized return.
MXMDX
- 1D
- -0.80%
- 1M
- -8.07%
- YTD
- -0.47%
- 6M
- 0.97%
- 1Y
- 13.42%
- 3Y*
- 10.38%
- 5Y*
- 5.69%
- 10Y*
- 9.01%
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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MXMDX vs. LLSCX - Expense Ratio Comparison
MXMDX has a 0.55% expense ratio, which is lower than LLSCX's 0.95% expense ratio.
Return for Risk
MXMDX vs. LLSCX — Risk / Return Rank
MXMDX
LLSCX
MXMDX vs. LLSCX - 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 Longleaf Partners Small-Cap Fund (LLSCX). 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 | LLSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.15 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.97 | 0.32 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.04 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.10 | +0.67 |
Martin ratioReturn relative to average drawdown | 3.41 | 0.30 | +3.11 |
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
| MXMDX | LLSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.15 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.11 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.27 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.51 | -0.11 |
Correlation
The correlation between MXMDX and LLSCX 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.
Dividends
MXMDX vs. LLSCX - Dividend Comparison
MXMDX's dividend yield for the trailing twelve months is around 6.69%, more than LLSCX's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMDX Great-West S&P Mid Cap 400 Index Fund | 6.69% | 6.66% | 3.04% | 4.76% | 4.35% | 5.24% | 5.74% | 3.74% | 8.13% | 4.51% | 0.00% | 0.00% |
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Drawdowns
MXMDX vs. LLSCX - Drawdown Comparison
The maximum MXMDX drawdown since its inception was -41.80%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for MXMDX and LLSCX.
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Drawdown Indicators
| MXMDX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.80% | -63.97% | +22.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -10.47% | -3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.15% | -28.37% | +4.22% |
Max Drawdown (10Y)Largest decline over 10 years | -41.80% | -42.23% | +0.43% |
Current DrawdownCurrent decline from peak | -8.87% | -7.92% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -8.90% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 3.68% | -0.23% |
Volatility
MXMDX vs. LLSCX - Volatility Comparison
Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a higher volatility of 5.75% compared to Longleaf Partners Small-Cap Fund (LLSCX) at 3.90%. This indicates that MXMDX's price experiences larger fluctuations and is considered to be riskier than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMDX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 3.90% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 9.23% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 15.42% | +7.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 17.00% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 24.58% | -3.40% |