MXMVX vs. CIMDX
Compare and contrast key facts about Great-West Mid Cap Value Fund (MXMVX) and Clarkston Founders Fund (CIMDX).
MXMVX is managed by Great-West. It was launched on May 15, 2008. CIMDX is managed by Clarkston Funds. It was launched on Jan 31, 2017.
Performance
MXMVX vs. CIMDX - Performance Comparison
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MXMVX vs. CIMDX - 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% | 14.78% |
CIMDX Clarkston Founders Fund | -6.99% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
Returns By Period
In the year-to-date period, MXMVX achieves a 0.64% return, which is significantly higher than CIMDX's -6.99% 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%
CIMDX
- 1D
- 0.92%
- 1M
- -8.15%
- YTD
- -6.99%
- 6M
- -4.06%
- 1Y
- 0.79%
- 3Y*
- 4.20%
- 5Y*
- 1.54%
- 10Y*
- —
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MXMVX vs. CIMDX - Expense Ratio Comparison
MXMVX has a 1.15% expense ratio, which is higher than CIMDX's 0.95% expense ratio.
Return for Risk
MXMVX vs. CIMDX — Risk / Return Rank
MXMVX
CIMDX
MXMVX vs. CIMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Mid Cap Value Fund (MXMVX) and Clarkston Founders Fund (CIMDX). 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 | CIMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.07 | +0.53 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.24 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.03 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.00 | +0.75 |
Martin ratioReturn relative to average drawdown | 3.47 | 0.01 | +3.46 |
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
| MXMVX | CIMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.07 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.10 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.40 | -0.22 |
Correlation
The correlation between MXMVX and CIMDX is 0.79, 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. CIMDX - Dividend Comparison
MXMVX's dividend yield for the trailing twelve months is around 5.95%, more than CIMDX's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CIMDX Clarkston Founders Fund | 3.49% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% |
Drawdowns
MXMVX vs. CIMDX - Drawdown Comparison
The maximum MXMVX drawdown since its inception was -57.13%, which is greater than CIMDX's maximum drawdown of -31.86%. Use the drawdown chart below to compare losses from any high point for MXMVX and CIMDX.
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Drawdown Indicators
| MXMVX | CIMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.13% | -31.86% | -25.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -11.30% | -2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -21.26% | -13.43% |
Max Drawdown (10Y)Largest decline over 10 years | -45.46% | — | — |
Current DrawdownCurrent decline from peak | -7.45% | -10.49% | +3.04% |
Average DrawdownAverage peak-to-trough decline | -12.62% | -5.88% | -6.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.57% | -0.34% |
Volatility
MXMVX vs. CIMDX - Volatility Comparison
Great-West Mid Cap Value Fund (MXMVX) and Clarkston Founders Fund (CIMDX) have volatilities of 4.44% and 4.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMVX | CIMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 4.56% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 11.25% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 18.62% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 15.78% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 17.50% | +3.05% |