MXMGX vs. MXMDX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and Great-West S&P Mid Cap 400 Index Fund (MXMDX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. MXMDX is managed by Great-West. It was launched on Jan 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXMGX or MXMDX.
Correlation
The correlation between MXMGX and MXMDX is 0.84, 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. MXMDX - Performance Comparison
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Key characteristics
MXMGX:
-0.26
MXMDX:
-0.12
MXMGX:
-0.22
MXMDX:
0.03
MXMGX:
0.97
MXMDX:
1.00
MXMGX:
-0.17
MXMDX:
-0.08
MXMGX:
-0.58
MXMDX:
-0.23
MXMGX:
8.55%
MXMDX:
8.20%
MXMGX:
19.96%
MXMDX:
21.96%
MXMGX:
-60.97%
MXMDX:
-45.17%
MXMGX:
-18.95%
MXMDX:
-13.69%
Returns By Period
In the year-to-date period, MXMGX achieves a -5.71% return, which is significantly lower than MXMDX's -5.24% return. Over the past 10 years, MXMGX has outperformed MXMDX with an annualized return of 4.22%, while MXMDX has yielded a comparatively lower 3.39% annualized return.
MXMGX
-5.71%
9.50%
-11.89%
-5.28%
4.97%
4.22%
MXMDX
-5.24%
9.88%
-11.21%
-2.52%
9.02%
3.39%
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MXMGX vs. MXMDX - Expense Ratio Comparison
MXMGX has a 1.02% expense ratio, which is higher than MXMDX's 0.55% expense ratio.
Risk-Adjusted Performance
MXMGX vs. MXMDX — Risk-Adjusted Performance Rank
MXMGX
MXMDX
MXMGX vs. MXMDX - 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 Mid Cap 400 Index Fund (MXMDX). 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.
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Dividends
MXMGX vs. MXMDX - Dividend Comparison
MXMGX's dividend yield for the trailing twelve months is around 3.88%, more than MXMDX's 3.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 3.88% | 3.66% | 2.65% | 2.66% | 4.92% | 2.74% | 2.19% | 6.20% | 4.53% | 0.05% | 0.02% | 0.82% |
MXMDX Great-West S&P Mid Cap 400 Index Fund | 3.21% | 3.04% | 4.76% | 4.35% | 5.24% | 5.74% | 3.49% | 8.23% | 4.74% | 0.54% | 1.03% | 1.42% |
Drawdowns
MXMGX vs. MXMDX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -60.97%, which is greater than MXMDX's maximum drawdown of -45.17%. Use the drawdown chart below to compare losses from any high point for MXMGX and MXMDX. For additional features, visit the drawdowns tool.
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Volatility
MXMGX vs. MXMDX - Volatility Comparison
The current volatility for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) is 6.78%, while Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a volatility of 7.14%. This indicates that MXMGX experiences smaller price fluctuations and is considered to be less risky than MXMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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