MXMDX vs. MXBPX
Compare and contrast key facts about Great-West S&P Mid Cap 400 Index Fund (MXMDX) and Great-West Moderately Aggressive Profile Fund (MXBPX).
MXMDX is managed by Great-West. It was launched on Jan 20, 2011. MXBPX is managed by Great-West. It was launched on Sep 15, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXMDX or MXBPX.
Correlation
The correlation between MXMDX and MXBPX is 0.73, 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
MXMDX vs. MXBPX - Performance Comparison
Key characteristics
MXMDX:
1.02
MXBPX:
0.99
MXMDX:
1.48
MXBPX:
1.33
MXMDX:
1.18
MXBPX:
1.21
MXMDX:
1.16
MXBPX:
0.41
MXMDX:
4.46
MXBPX:
4.53
MXMDX:
3.66%
MXBPX:
2.06%
MXMDX:
16.08%
MXBPX:
9.46%
MXMDX:
-45.17%
MXBPX:
-53.57%
MXMDX:
-5.32%
MXBPX:
-15.38%
Returns By Period
In the year-to-date period, MXMDX achieves a 3.95% return, which is significantly higher than MXBPX's 2.88% return. Over the past 10 years, MXMDX has outperformed MXBPX with an annualized return of 4.95%, while MXBPX has yielded a comparatively lower 0.74% annualized return.
MXMDX
3.95%
3.41%
3.77%
15.08%
6.64%
4.95%
MXBPX
2.88%
1.92%
0.67%
8.69%
1.86%
0.74%
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MXMDX vs. MXBPX - Expense Ratio Comparison
MXMDX has a 0.55% expense ratio, which is higher than MXBPX's 0.42% expense ratio.
Risk-Adjusted Performance
MXMDX vs. MXBPX — Risk-Adjusted Performance Rank
MXMDX
MXBPX
MXMDX vs. MXBPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P Mid Cap 400 Index Fund (MXMDX) and Great-West Moderately Aggressive Profile Fund (MXBPX). 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
MXMDX vs. MXBPX - Dividend Comparison
MXMDX's dividend yield for the trailing twelve months is around 1.04%, less than MXBPX's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMDX Great-West S&P Mid Cap 400 Index Fund | 1.04% | 1.09% | 0.44% | 0.46% | 1.41% | 0.88% | 0.28% | 0.83% | 0.59% | 0.55% | 1.03% | 1.42% |
MXBPX Great-West Moderately Aggressive Profile Fund | 3.01% | 3.09% | 2.20% | 1.69% | 4.75% | 1.90% | 1.71% | 3.17% | 2.76% | 1.68% | 2.51% | 3.31% |
Drawdowns
MXMDX vs. MXBPX - Drawdown Comparison
The maximum MXMDX drawdown since its inception was -45.17%, smaller than the maximum MXBPX drawdown of -53.57%. Use the drawdown chart below to compare losses from any high point for MXMDX and MXBPX. For additional features, visit the drawdowns tool.
Volatility
MXMDX vs. MXBPX - Volatility Comparison
Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a higher volatility of 4.28% compared to Great-West Moderately Aggressive Profile Fund (MXBPX) at 2.74%. This indicates that MXMDX's price experiences larger fluctuations and is considered to be riskier than MXBPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.