MXMDX vs. TLVAX
Compare and contrast key facts about Great-West S&P Mid Cap 400 Index Fund (MXMDX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX).
MXMDX is managed by Great-West. It was launched on Jan 20, 2011. TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999.
Performance
MXMDX vs. TLVAX - Performance Comparison
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MXMDX vs. TLVAX - 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% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 3.41% | 4.80% | 11.64% | 13.21% | -11.70% | 26.86% | 13.07% | 26.39% | -8.93% | 17.50% |
Returns By Period
In the year-to-date period, MXMDX achieves a 2.37% return, which is significantly lower than TLVAX's 3.41% return. Both investments have delivered pretty close results over the past 10 years, with MXMDX having a 9.32% annualized return and TLVAX not far ahead at 9.55%.
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%
TLVAX
- 1D
- 1.63%
- 1M
- -5.95%
- YTD
- 3.41%
- 6M
- 1.62%
- 1Y
- 8.80%
- 3Y*
- 9.67%
- 5Y*
- 7.42%
- 10Y*
- 9.55%
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MXMDX vs. TLVAX - Expense Ratio Comparison
MXMDX has a 0.55% expense ratio, which is lower than TLVAX's 1.58% expense ratio.
Return for Risk
MXMDX vs. TLVAX — Risk / Return Rank
MXMDX
TLVAX
MXMDX vs. TLVAX - 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 Timothy Plan Large/Mid Cap Value Fund (TLVAX). 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 | TLVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.57 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.94 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.89 | +0.24 |
Martin ratioReturn relative to average drawdown | 4.93 | 3.41 | +1.52 |
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 | TLVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.57 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.48 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.56 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.43 | -0.01 |
Correlation
The correlation between MXMDX and TLVAX is 0.89, 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. TLVAX - Dividend Comparison
MXMDX's dividend yield for the trailing twelve months is around 6.50%, less than TLVAX's 8.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 8.86% | 9.16% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 11.83% | 10.96% | 6.78% | 1.25% | 12.89% |
Drawdowns
MXMDX vs. TLVAX - Drawdown Comparison
The maximum MXMDX drawdown since its inception was -41.80%, smaller than the maximum TLVAX drawdown of -55.23%. Use the drawdown chart below to compare losses from any high point for MXMDX and TLVAX.
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Drawdown Indicators
| MXMDX | TLVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.80% | -55.23% | +13.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -11.09% | -3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -24.15% | -20.69% | -3.46% |
Max Drawdown (10Y)Largest decline over 10 years | -41.80% | -37.34% | -4.46% |
Current DrawdownCurrent decline from peak | -6.26% | -5.95% | -0.31% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -8.30% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.89% | +0.58% |
Volatility
MXMDX vs. TLVAX - Volatility Comparison
Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a higher volatility of 6.50% compared to Timothy Plan Large/Mid Cap Value Fund (TLVAX) at 4.18%. This indicates that MXMDX's price experiences larger fluctuations and is considered to be riskier than TLVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMDX | TLVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 4.18% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 8.71% | +3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 15.91% | +6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 15.43% | +4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.20% | 17.01% | +4.19% |