MXMGX vs. MXVIX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and Great-West S&P 500 Index Fund (MXVIX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. MXVIX is managed by Great-West. It was launched on Sep 8, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXMGX or MXVIX.
Correlation
The correlation between MXMGX and MXVIX is 0.91, 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. MXVIX - Performance Comparison
Key characteristics
MXMGX:
-0.50
MXVIX:
0.26
MXMGX:
-0.59
MXVIX:
0.50
MXMGX:
0.92
MXVIX:
1.07
MXMGX:
-0.33
MXVIX:
0.27
MXMGX:
-1.31
MXVIX:
1.19
MXMGX:
7.45%
MXVIX:
4.21%
MXMGX:
19.35%
MXVIX:
19.01%
MXMGX:
-35.88%
MXVIX:
-33.82%
MXMGX:
-24.57%
MXVIX:
-13.88%
Returns By Period
In the year-to-date period, MXMGX achieves a -12.24% return, which is significantly lower than MXVIX's -9.94% return. Over the past 10 years, MXMGX has underperformed MXVIX with an annualized return of 3.39%, while MXVIX has yielded a comparatively higher 6.94% annualized return.
MXMGX
-12.24%
-6.61%
-16.31%
-7.89%
5.42%
3.39%
MXVIX
-9.94%
-6.74%
-9.82%
6.79%
11.20%
6.94%
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MXMGX vs. MXVIX - Expense Ratio Comparison
MXMGX has a 1.02% expense ratio, which is higher than MXVIX's 0.51% expense ratio.
Risk-Adjusted Performance
MXMGX vs. MXVIX — Risk-Adjusted Performance Rank
MXMGX
MXVIX
MXMGX vs. MXVIX - 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 500 Index Fund (MXVIX). 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. MXVIX - Dividend Comparison
MXMGX has not paid dividends to shareholders, while MXVIX's dividend yield for the trailing twelve months is around 0.58%.
| 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% |
MXVIX Great-West S&P 500 Index Fund | 0.58% | 0.52% | 0.43% | 0.39% | 0.35% | 0.68% | 0.66% | 0.92% | 0.80% | 0.90% | 1.26% | 1.48% |
Drawdowns
MXMGX vs. MXVIX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -35.88%, which is greater than MXVIX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for MXMGX and MXVIX. For additional features, visit the drawdowns tool.
Volatility
MXMGX vs. MXVIX - Volatility Comparison
Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and Great-West S&P 500 Index Fund (MXVIX) have volatilities of 12.95% and 13.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.