MXMGX vs. MXISX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and Great-West S&P Small Cap 600 Index Fund (MXISX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. MXISX is managed by Great-West. It was launched on Dec 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXMGX or MXISX.
Correlation
The correlation between MXMGX and MXISX is 0.86, 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
MXMGX vs. MXISX - Performance Comparison
Key characteristics
MXMGX:
0.36
MXISX:
0.16
MXMGX:
0.56
MXISX:
0.37
MXMGX:
1.08
MXISX:
1.05
MXMGX:
0.25
MXISX:
0.13
MXMGX:
1.62
MXISX:
0.85
MXMGX:
3.22%
MXISX:
3.81%
MXMGX:
14.64%
MXISX:
20.68%
MXMGX:
-35.88%
MXISX:
-53.77%
MXMGX:
-14.04%
MXISX:
-18.62%
Returns By Period
Over the past 10 years, MXMGX has outperformed MXISX with an annualized return of 5.82%, while MXISX has yielded a comparatively lower 1.61% annualized return.
MXMGX
0.00%
-8.33%
2.00%
8.31%
4.07%
5.82%
MXISX
0.00%
-10.68%
4.90%
6.77%
2.16%
1.61%
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MXMGX vs. MXISX - Expense Ratio Comparison
MXMGX has a 1.02% expense ratio, which is higher than MXISX's 0.56% expense ratio.
Risk-Adjusted Performance
MXMGX vs. MXISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and Great-West S&P Small Cap 600 Index Fund (MXISX). 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
MXMGX vs. MXISX - Dividend Comparison
MXMGX has not paid dividends to shareholders, while MXISX's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.02% | 0.18% | 0.00% | 0.01% | 0.10% | 0.31% | 0.05% | 0.02% | 0.82% |
MXISX Great-West S&P Small Cap 600 Index Fund | 0.02% | 0.02% | 0.52% | 0.54% | 2.10% | 1.26% | 0.61% | 1.49% | 1.61% | 0.92% | 1.26% | 1.22% |
Drawdowns
MXMGX vs. MXISX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -35.88%, smaller than the maximum MXISX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for MXMGX and MXISX. For additional features, visit the drawdowns tool.
Volatility
MXMGX vs. MXISX - Volatility Comparison
The current volatility for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) is 6.57%, while Great-West S&P Small Cap 600 Index Fund (MXISX) has a volatility of 7.11%. This indicates that MXMGX experiences smaller price fluctuations and is considered to be less risky than MXISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.