MXMGX vs. VFIAX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXMGX or VFIAX.
Correlation
The correlation between MXMGX and VFIAX is 0.88, 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. VFIAX - Performance Comparison
Key characteristics
MXMGX:
0.36
VFIAX:
2.01
MXMGX:
0.56
VFIAX:
2.69
MXMGX:
1.08
VFIAX:
1.37
MXMGX:
0.25
VFIAX:
3.01
MXMGX:
1.62
VFIAX:
13.07
MXMGX:
3.22%
VFIAX:
1.94%
MXMGX:
14.64%
VFIAX:
12.64%
MXMGX:
-35.88%
VFIAX:
-55.20%
MXMGX:
-14.04%
VFIAX:
-3.56%
Returns By Period
Over the past 10 years, MXMGX has underperformed VFIAX with an annualized return of 5.82%, while VFIAX has yielded a comparatively higher 13.27% annualized return.
MXMGX
0.00%
-8.33%
2.00%
8.31%
4.07%
5.82%
VFIAX
-0.22%
-2.89%
6.68%
26.41%
14.42%
13.27%
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MXMGX vs. VFIAX - Expense Ratio Comparison
MXMGX has a 1.02% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
MXMGX vs. VFIAX - 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 Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
MXMGX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.24%.
| 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.24% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MXMGX vs. VFIAX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -35.88%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MXMGX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
MXMGX vs. VFIAX - Volatility Comparison
Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) has a higher volatility of 6.57% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.13%. This indicates that MXMGX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.