MXMGX vs. TBCIX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. TBCIX is managed by T. Rowe Price.
Performance
MXMGX vs. TBCIX - Performance Comparison
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MXMGX vs. TBCIX - 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, MXMGX achieves a -4.17% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, MXMGX has underperformed TBCIX with an annualized return of 8.61%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
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%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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MXMGX vs. TBCIX - Expense Ratio Comparison
MXMGX has a 1.02% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
MXMGX vs. TBCIX — Risk / Return Rank
MXMGX
TBCIX
MXMGX vs. TBCIX - 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 T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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 | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 0.72 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.64 | 1.21 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.17 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.78 | -0.40 |
Martin ratioReturn relative to average drawdown | 1.54 | 2.71 | -1.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MXMGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.72 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.45 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.71 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.68 | -0.41 |
Correlation
The correlation between MXMGX and TBCIX 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.
Dividends
MXMGX vs. TBCIX - Dividend Comparison
MXMGX's dividend yield for the trailing twelve months is around 1.75%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
MXMGX vs. TBCIX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -60.97%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MXMGX and TBCIX.
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Drawdown Indicators
| MXMGX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.97% | -43.26% | -17.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.47% | -16.96% | +4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -32.33% | -43.26% | +10.93% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | -43.26% | +7.38% |
Current DrawdownCurrent decline from peak | -7.80% | -13.72% | +5.92% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -8.15% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 4.86% | -1.37% |
Volatility
MXMGX vs. TBCIX - Volatility Comparison
The current volatility for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) is 5.74%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that MXMGX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMGX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 7.01% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 12.40% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.66% | 22.77% | -2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 23.94% | -4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 22.73% | -3.80% |