MXMGX vs. SMCWX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and American Funds SMALLCAP World Fund Class A (SMCWX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
MXMGX vs. SMCWX - Performance Comparison
Loading graphics...
MXMGX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | -4.17% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 23.89% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, MXMGX achieves a -4.17% return, which is significantly lower than SMCWX's -1.05% return. Both investments have delivered pretty close results over the past 10 years, with MXMGX having a 8.61% annualized return and SMCWX not far ahead at 9.04%.
MXMGX
- 1D
- 2.78%
- 1M
- -6.55%
- YTD
- -4.17%
- 6M
- -3.36%
- 1Y
- 6.23%
- 3Y*
- 6.27%
- 5Y*
- 2.05%
- 10Y*
- 8.61%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXMGX vs. SMCWX - Expense Ratio Comparison
Both MXMGX and SMCWX have an expense ratio of 1.02%.
Return for Risk
MXMGX vs. SMCWX — Risk / Return Rank
MXMGX
SMCWX
MXMGX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| MXMGX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 1.17 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.64 | 1.72 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.66 | -1.28 |
Martin ratioReturn relative to average drawdown | 1.54 | 6.37 | -4.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MXMGX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 1.17 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.01 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.51 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.57 | -0.29 |
Correlation
The correlation between MXMGX and SMCWX is 0.84, 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.
Dividends
MXMGX vs. SMCWX - Dividend Comparison
MXMGX's dividend yield for the trailing twelve months is around 1.75%, less than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.75% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% | 0.00% | 0.00% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
MXMGX vs. SMCWX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -60.97%, roughly equal to the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for MXMGX and SMCWX.
Loading graphics...
Drawdown Indicators
| MXMGX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.97% | -62.46% | +1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.47% | -11.83% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -32.33% | -39.79% | +7.46% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | -39.79% | +3.91% |
Current DrawdownCurrent decline from peak | -7.80% | -10.12% | +2.32% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -14.98% | +3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.08% | +0.41% |
Volatility
MXMGX vs. SMCWX - Volatility Comparison
The current volatility for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) is 5.74%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that MXMGX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXMGX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 7.62% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 11.82% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.66% | 17.93% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 18.05% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 17.76% | +1.17% |