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:
0.24
MXVIX:
1.72
MXMGX:
0.42
MXVIX:
2.32
MXMGX:
1.05
MXVIX:
1.31
MXMGX:
0.19
MXVIX:
2.63
MXMGX:
0.85
MXVIX:
10.65
MXMGX:
4.03%
MXVIX:
2.09%
MXMGX:
14.00%
MXVIX:
12.86%
MXMGX:
-35.88%
MXVIX:
-33.82%
MXMGX:
-12.51%
MXVIX:
-0.03%
Returns By Period
In the year-to-date period, MXMGX achieves a 1.78% return, which is significantly lower than MXVIX's 4.04% return. Over the past 10 years, MXMGX has underperformed MXVIX with an annualized return of 5.33%, while MXVIX has yielded a comparatively higher 8.59% annualized return.
MXMGX
1.78%
1.30%
1.27%
3.74%
3.77%
5.33%
MXVIX
4.04%
4.68%
10.23%
22.71%
9.76%
8.59%
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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 0.50%.
| 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 | 0.50% | 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
The current volatility for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) is 3.31%, while Great-West S&P 500 Index Fund (MXVIX) has a volatility of 3.51%. This indicates that MXMGX experiences smaller price fluctuations and is considered to be less risky than MXVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.