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:
0.21
MXISX:
0.30
MXMGX:
0.37
MXISX:
0.57
MXMGX:
1.05
MXISX:
1.07
MXMGX:
0.16
MXISX:
0.23
MXMGX:
0.70
MXISX:
1.15
MXMGX:
4.15%
MXISX:
5.04%
MXMGX:
13.95%
MXISX:
19.14%
MXMGX:
-35.88%
MXISX:
-53.77%
MXMGX:
-12.72%
MXISX:
-17.40%
Returns By Period
In the year-to-date period, MXMGX achieves a 1.54% return, which is significantly higher than MXISX's 0.76% return. Over the past 10 years, MXMGX has outperformed MXISX with an annualized return of 5.20%, while MXISX has yielded a comparatively lower 1.32% annualized return.
MXMGX
1.54%
-2.52%
0.34%
3.24%
3.86%
5.20%
MXISX
0.76%
-3.22%
0.15%
7.23%
2.67%
1.32%
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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 Rank
MXMGX
MXISX
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 0.78%.
| 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 | 0.78% | 0.78% | 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 2.71%, while Great-West S&P Small Cap 600 Index Fund (MXISX) has a volatility of 3.32%. 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.