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 0.92, 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
Key characteristics
MXMGX:
0.33
MXMDX:
0.52
MXMGX:
0.52
MXMDX:
0.82
MXMGX:
1.07
MXMDX:
1.10
MXMGX:
0.23
MXMDX:
0.57
MXMGX:
1.55
MXMDX:
2.73
MXMGX:
3.13%
MXMDX:
3.18%
MXMGX:
14.67%
MXMDX:
16.61%
MXMGX:
-35.88%
MXMDX:
-45.17%
MXMGX:
-13.88%
MXMDX:
-10.04%
Returns By Period
In the year-to-date period, MXMGX achieves a 5.42% return, which is significantly lower than MXMDX's 9.68% return. Over the past 10 years, MXMGX has outperformed MXMDX with an annualized return of 5.65%, while MXMDX has yielded a comparatively lower 4.30% annualized return.
MXMGX
5.42%
-7.89%
2.78%
5.42%
4.17%
5.65%
MXMDX
9.68%
-9.34%
4.70%
9.68%
5.39%
4.30%
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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 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.
Dividends
MXMGX vs. MXMDX - Dividend Comparison
Neither MXMGX nor MXMDX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 0.00% | 0.00% | 0.02% | 0.18% | 0.00% | 0.01% | 0.10% | 0.31% | 0.05% | 0.02% | 0.82% | 0.05% |
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% | 1.46% |
Drawdowns
MXMGX vs. MXMDX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -35.88%, smaller than the maximum MXMDX 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.
Volatility
MXMGX vs. MXMDX - Volatility Comparison
Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) has a higher volatility of 6.66% compared to Great-West S&P Mid Cap 400 Index Fund (MXMDX) at 5.74%. This indicates that MXMGX's price experiences larger fluctuations and is considered to be riskier than MXMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.