MXMVX vs. AMDVX
Compare and contrast key facts about Great-West Mid Cap Value Fund (MXMVX) and American Century Mid Cap Value R6 (AMDVX).
MXMVX is managed by Great-West. It was launched on May 15, 2008. AMDVX is managed by American Century. It was launched on Jul 26, 2013.
Performance
MXMVX vs. AMDVX - Performance Comparison
Loading graphics...
MXMVX vs. AMDVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMVX Great-West Mid Cap Value Fund | 0.64% | 8.32% | 15.59% | 15.15% | -27.98% | 34.87% | -0.99% | 20.49% | -13.76% | 16.62% |
AMDVX American Century Mid Cap Value R6 | 1.04% | 9.21% | 8.87% | 6.54% | -0.35% | 23.83% | 1.99% | 29.32% | -12.18% | 11.95% |
Returns By Period
In the year-to-date period, MXMVX achieves a 0.64% return, which is significantly lower than AMDVX's 1.04% return. Over the past 10 years, MXMVX has underperformed AMDVX with an annualized return of 6.77%, while AMDVX has yielded a comparatively higher 9.11% annualized return.
MXMVX
- 1D
- -0.63%
- 1M
- -7.27%
- YTD
- 0.64%
- 6M
- 2.86%
- 1Y
- 12.36%
- 3Y*
- 12.07%
- 5Y*
- 4.26%
- 10Y*
- 6.77%
AMDVX
- 1D
- -0.33%
- 1M
- -7.87%
- YTD
- 1.04%
- 6M
- 1.15%
- 1Y
- 7.98%
- 3Y*
- 8.10%
- 5Y*
- 7.08%
- 10Y*
- 9.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MXMVX vs. AMDVX - Expense Ratio Comparison
MXMVX has a 1.15% expense ratio, which is higher than AMDVX's 0.63% expense ratio.
Return for Risk
MXMVX vs. AMDVX — Risk / Return Rank
MXMVX
AMDVX
MXMVX vs. AMDVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Mid Cap Value Fund (MXMVX) and American Century Mid Cap Value R6 (AMDVX). 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.
| MXMVX | AMDVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.57 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.92 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.73 | +0.03 |
Martin ratioReturn relative to average drawdown | 3.47 | 2.74 | +0.73 |
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
| MXMVX | AMDVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.57 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.49 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.52 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.55 | -0.37 |
Correlation
The correlation between MXMVX and AMDVX is 0.89, 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
MXMVX vs. AMDVX - Dividend Comparison
MXMVX's dividend yield for the trailing twelve months is around 5.95%, less than AMDVX's 14.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMVX Great-West Mid Cap Value Fund | 5.95% | 5.98% | 9.03% | 0.49% | 2.55% | 3.29% | 0.71% | 0.17% | 7.06% | 12.00% | 0.00% | 0.00% |
AMDVX American Century Mid Cap Value R6 | 14.60% | 14.83% | 9.13% | 5.59% | 15.97% | 16.32% | 2.14% | 1.79% | 15.04% | 9.85% | 4.38% | 11.43% |
Drawdowns
MXMVX vs. AMDVX - Drawdown Comparison
The maximum MXMVX drawdown since its inception was -57.13%, which is greater than AMDVX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for MXMVX and AMDVX.
Loading graphics...
Drawdown Indicators
| MXMVX | AMDVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.13% | -39.21% | -17.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -10.95% | -3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -16.96% | -17.73% |
Max Drawdown (10Y)Largest decline over 10 years | -45.46% | -39.21% | -6.25% |
Current DrawdownCurrent decline from peak | -7.45% | -7.98% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -12.62% | -4.00% | -8.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.91% | +0.32% |
Volatility
MXMVX vs. AMDVX - Volatility Comparison
Great-West Mid Cap Value Fund (MXMVX) has a higher volatility of 4.44% compared to American Century Mid Cap Value R6 (AMDVX) at 3.70%. This indicates that MXMVX's price experiences larger fluctuations and is considered to be riskier than AMDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MXMVX | AMDVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 3.70% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 8.54% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 15.54% | +5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 14.62% | +5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 17.47% | +3.08% |