MXMGX vs. SHSAX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. SHSAX is managed by Blackrock. It was launched on Dec 20, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXMGX or SHSAX.
Correlation
The correlation between MXMGX and SHSAX is 0.76, 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. SHSAX - Performance Comparison
Key characteristics
MXMGX:
0.36
SHSAX:
-0.43
MXMGX:
0.56
SHSAX:
-0.45
MXMGX:
1.08
SHSAX:
0.93
MXMGX:
0.25
SHSAX:
-0.25
MXMGX:
1.62
SHSAX:
-1.17
MXMGX:
3.22%
SHSAX:
4.83%
MXMGX:
14.64%
SHSAX:
13.32%
MXMGX:
-35.88%
SHSAX:
-39.26%
MXMGX:
-14.04%
SHSAX:
-21.93%
Returns By Period
Over the past 10 years, MXMGX has outperformed SHSAX with an annualized return of 5.82%, while SHSAX has yielded a comparatively lower 2.63% annualized return.
MXMGX
0.00%
-8.33%
2.00%
8.31%
4.07%
5.82%
SHSAX
0.14%
-10.18%
-11.15%
-5.44%
-0.42%
2.63%
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MXMGX vs. SHSAX - Expense Ratio Comparison
MXMGX has a 1.02% expense ratio, which is lower than SHSAX's 1.09% expense ratio.
Risk-Adjusted Performance
MXMGX vs. SHSAX - 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 BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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. SHSAX - Dividend Comparison
Neither MXMGX nor SHSAX has paid dividends to shareholders.
| 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% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | 0.00% | 0.00% | 0.26% | 0.34% | 0.00% | 0.00% | 0.30% | 0.11% | 0.00% | 0.00% | 1.38% | 0.04% |
Drawdowns
MXMGX vs. SHSAX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -35.88%, smaller than the maximum SHSAX drawdown of -39.26%. Use the drawdown chart below to compare losses from any high point for MXMGX and SHSAX. For additional features, visit the drawdowns tool.
Volatility
MXMGX vs. SHSAX - Volatility Comparison
Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX) have volatilities of 6.57% and 6.34%, 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.