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 0.81, 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:
0.52
MXBPX:
0.70
MXMDX:
0.82
MXBPX:
0.96
MXMDX:
1.10
MXBPX:
1.14
MXMDX:
0.57
MXBPX:
0.15
MXMDX:
2.73
MXBPX:
3.38
MXMDX:
3.18%
MXBPX:
1.88%
MXMDX:
16.61%
MXBPX:
9.15%
MXMDX:
-45.17%
MXBPX:
-56.54%
MXMDX:
-10.04%
MXBPX:
-35.89%
Returns By Period
In the year-to-date period, MXMDX achieves a 9.68% return, which is significantly higher than MXBPX's 6.67% return. Over the past 10 years, MXMDX has outperformed MXBPX with an annualized return of 4.30%, while MXBPX has yielded a comparatively lower 0.46% annualized return.
MXMDX
9.68%
-9.34%
4.70%
9.68%
5.39%
4.30%
MXBPX
6.67%
-2.83%
0.98%
6.67%
1.39%
0.46%
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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 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
Neither MXMDX nor MXBPX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
MXMDX Great-West S&P Mid Cap 400 Index Fund | 0.00% | 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 | 0.00% | 2.21% | 1.69% | 4.74% | 1.90% | 1.70% | 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 -56.54%. 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 5.74% compared to Great-West Moderately Aggressive Profile Fund (MXBPX) at 2.76%. 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.