Correlation
The correlation between MXMGX and MXMDX is 0.85, 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.
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.
Performance
MXMGX vs. MXMDX - Performance Comparison
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Key characteristics
MXMGX:
0.13
MXMDX:
0.11
MXMGX:
0.32
MXMDX:
0.40
MXMGX:
1.04
MXMDX:
1.05
MXMGX:
0.11
MXMDX:
0.15
MXMGX:
0.34
MXMDX:
0.45
MXMGX:
7.35%
MXMDX:
7.95%
MXMGX:
20.70%
MXMDX:
22.49%
MXMGX:
-55.14%
MXMDX:
-41.80%
MXMGX:
-9.32%
MXMDX:
-11.19%
Returns By Period
In the year-to-date period, MXMGX achieves a -2.97% return, which is significantly higher than MXMDX's -3.67% return. Over the past 10 years, MXMGX has outperformed MXMDX with an annualized return of 8.78%, while MXMDX has yielded a comparatively lower 8.06% annualized return.
MXMGX
-2.97%
3.63%
-8.48%
2.57%
6.72%
6.84%
8.78%
MXMDX
-3.67%
2.22%
-10.35%
2.54%
6.99%
11.14%
8.06%
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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 3.77%, more than MXMDX's 3.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 3.77% | 3.66% | 2.65% | 2.66% | 4.92% | 2.74% | 2.19% | 6.20% | 5.48% | 3.88% | 8.09% | 13.27% |
MXMDX Great-West S&P Mid Cap 400 Index Fund | 3.15% | 3.04% | 4.76% | 4.35% | 5.23% | 5.74% | 3.74% | 8.23% | 5.53% | 4.28% | 6.92% | 4.93% |
Drawdowns
MXMGX vs. MXMDX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -55.14%, which is greater than MXMDX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for MXMGX and MXMDX.
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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 5.63%, while Great-West S&P Mid Cap 400 Index Fund (MXMDX) has a volatility of 5.99%. 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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