MXMVX vs. NMAVX
Compare and contrast key facts about Great-West Mid Cap Value Fund (MXMVX) and Nuance Mid Cap Value Fund (NMAVX).
MXMVX is managed by Great-West. It was launched on May 15, 2008. NMAVX is managed by Nuance Investments. It was launched on Dec 31, 2013.
Performance
MXMVX vs. NMAVX - Performance Comparison
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MXMVX vs. NMAVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXMVX Great-West Mid Cap Value Fund | 2.99% | 8.32% | 15.59% | 15.15% | -27.98% | 34.87% | -0.99% | 20.49% | -13.76% | 16.62% |
NMAVX Nuance Mid Cap Value Fund | 2.01% | 1.91% | 5.20% | 6.44% | -5.26% | 11.10% | 4.41% | 30.71% | -5.44% | 14.81% |
Returns By Period
In the year-to-date period, MXMVX achieves a 2.99% return, which is significantly higher than NMAVX's 2.01% return. Over the past 10 years, MXMVX has underperformed NMAVX with an annualized return of 7.02%, while NMAVX has yielded a comparatively higher 7.67% annualized return.
MXMVX
- 1D
- 2.33%
- 1M
- -5.11%
- YTD
- 2.99%
- 6M
- 5.26%
- 1Y
- 14.72%
- 3Y*
- 12.93%
- 5Y*
- 4.74%
- 10Y*
- 7.02%
NMAVX
- 1D
- 0.95%
- 1M
- -7.03%
- YTD
- 2.01%
- 6M
- 4.85%
- 1Y
- 10.22%
- 3Y*
- 4.10%
- 5Y*
- 3.00%
- 10Y*
- 7.67%
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MXMVX vs. NMAVX - Expense Ratio Comparison
MXMVX has a 1.15% expense ratio, which is lower than NMAVX's 1.22% expense ratio.
Return for Risk
MXMVX vs. NMAVX — Risk / Return Rank
MXMVX
NMAVX
MXMVX vs. NMAVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Mid Cap Value Fund (MXMVX) and Nuance Mid Cap Value Fund (NMAVX). 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 | NMAVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.73 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.17 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.09 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.62 | 3.40 | +1.22 |
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 | NMAVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.73 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.23 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.51 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.50 | -0.31 |
Correlation
The correlation between MXMVX and NMAVX is 0.80, 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. NMAVX - Dividend Comparison
MXMVX's dividend yield for the trailing twelve months is around 5.81%, more than NMAVX's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXMVX Great-West Mid Cap Value Fund | 5.81% | 5.98% | 9.03% | 0.49% | 2.55% | 3.29% | 0.71% | 0.17% | 7.06% | 12.00% | 0.00% | 0.00% |
NMAVX Nuance Mid Cap Value Fund | 0.98% | 1.00% | 7.55% | 1.78% | 9.05% | 11.98% | 0.61% | 5.91% | 7.16% | 7.05% | 1.83% | 4.24% |
Drawdowns
MXMVX vs. NMAVX - Drawdown Comparison
The maximum MXMVX drawdown since its inception was -57.13%, which is greater than NMAVX's maximum drawdown of -30.93%. Use the drawdown chart below to compare losses from any high point for MXMVX and NMAVX.
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Drawdown Indicators
| MXMVX | NMAVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.13% | -30.93% | -26.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -9.80% | -4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -18.40% | -16.29% |
Max Drawdown (10Y)Largest decline over 10 years | -45.46% | -30.93% | -14.53% |
Current DrawdownCurrent decline from peak | -5.29% | -7.84% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -12.62% | -3.77% | -8.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.15% | +0.09% |
Volatility
MXMVX vs. NMAVX - Volatility Comparison
Great-West Mid Cap Value Fund (MXMVX) has a higher volatility of 5.17% compared to Nuance Mid Cap Value Fund (NMAVX) at 3.80%. This indicates that MXMVX's price experiences larger fluctuations and is considered to be riskier than NMAVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMVX | NMAVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 3.80% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 7.63% | +2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.77% | 14.28% | +6.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.69% | 13.21% | +6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 15.05% | +5.51% |