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:
-0.50
MXMDX:
-0.23
MXMGX:
-0.59
MXMDX:
-0.18
MXMGX:
0.92
MXMDX:
0.98
MXMGX:
-0.33
MXMDX:
-0.19
MXMGX:
-1.31
MXMDX:
-0.68
MXMGX:
7.45%
MXMDX:
7.15%
MXMGX:
19.35%
MXMDX:
21.29%
MXMGX:
-35.88%
MXMDX:
-45.17%
MXMGX:
-24.57%
MXMDX:
-19.67%
Returns By Period
The year-to-date returns for both investments are quite close, with MXMGX having a -12.24% return and MXMDX slightly higher at -11.81%. Over the past 10 years, MXMGX has outperformed MXMDX with an annualized return of 3.44%, while MXMDX has yielded a comparatively lower 2.53% annualized return.
MXMGX
-12.24%
-6.53%
-16.31%
-7.89%
4.80%
3.44%
MXMDX
-11.81%
-7.21%
-14.77%
-4.27%
9.25%
2.53%
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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.
Dividends
MXMGX vs. MXMDX - Dividend Comparison
MXMGX has not paid dividends to shareholders, while MXMDX's dividend yield for the trailing twelve months is around 1.23%.
| 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% |
MXMDX Great-West S&P Mid Cap 400 Index Fund | 1.23% | 1.09% | 0.44% | 0.46% | 1.41% | 0.88% | 0.28% | 0.83% | 0.59% | 0.55% | 1.03% | 1.42% |
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
The current volatility for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) is 12.95%, while Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a volatility of 14.19%. 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.