MXMGX vs. VSCIX
Compare and contrast key facts about Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
MXMGX vs. VSCIX - Performance Comparison
Loading graphics...
MXMGX vs. VSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | -6.76% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 23.89% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, MXMGX achieves a -6.76% return, which is significantly lower than VSCIX's -1.21% return. Over the past 10 years, MXMGX has underperformed VSCIX with an annualized return of 8.31%, while VSCIX has yielded a comparatively higher 10.16% annualized return.
MXMGX
- 1D
- -0.36%
- 1M
- -9.29%
- YTD
- -6.76%
- 6M
- -6.22%
- 1Y
- 3.56%
- 3Y*
- 5.30%
- 5Y*
- 1.49%
- 10Y*
- 8.31%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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. VSCIX - Expense Ratio Comparison
MXMGX has a 1.02% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
MXMGX vs. VSCIX — Risk / Return Rank
MXMGX
VSCIX
MXMGX vs. VSCIX - 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 Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 0.75 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.29 | 1.19 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.16 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 0.97 | -0.93 |
Martin ratioReturn relative to average drawdown | 0.18 | 4.21 | -4.03 |
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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.75 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.24 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.47 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.38 | -0.11 |
Correlation
The correlation between MXMGX and VSCIX 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.
Dividends
MXMGX vs. VSCIX - Dividend Comparison
MXMGX's dividend yield for the trailing twelve months is around 1.80%, more than VSCIX's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.80% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% | 0.00% | 0.00% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
MXMGX vs. VSCIX - Drawdown Comparison
The maximum MXMGX drawdown since its inception was -60.97%, roughly equal to the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for MXMGX and VSCIX.
Loading graphics...
Drawdown Indicators
| MXMGX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.97% | -59.66% | -1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.47% | -14.30% | +1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -32.33% | -28.13% | -4.20% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | -41.81% | +5.93% |
Current DrawdownCurrent decline from peak | -10.29% | -8.97% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -10.18% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.29% | +0.17% |
Volatility
MXMGX vs. VSCIX - Volatility Comparison
The current volatility for Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) is 4.76%, while Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a volatility of 5.90%. This indicates that MXMGX experiences smaller price fluctuations and is considered to be less risky than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXMGX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 5.90% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 12.22% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.51% | 21.62% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 20.70% | -1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | 21.53% | -2.62% |