MXMVX vs. TCVIX
Compare and contrast key facts about Great-West Mid Cap Value Fund (MXMVX) and Touchstone Mid Cap Value Fund (TCVIX).
MXMVX is managed by Great-West. It was launched on May 15, 2008. TCVIX is managed by Touchstone. It was launched on Sep 30, 2009.
Performance
MXMVX vs. TCVIX - Performance Comparison
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MXMVX vs. TCVIX - 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% |
TCVIX Touchstone Mid Cap Value Fund | 5.28% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
Returns By Period
In the year-to-date period, MXMVX achieves a 0.64% return, which is significantly lower than TCVIX's 5.28% return. Over the past 10 years, MXMVX has underperformed TCVIX with an annualized return of 6.77%, while TCVIX has yielded a comparatively higher 8.94% 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%
TCVIX
- 1D
- -0.74%
- 1M
- -7.05%
- YTD
- 5.28%
- 6M
- 8.70%
- 1Y
- 17.19%
- 3Y*
- 10.74%
- 5Y*
- 6.82%
- 10Y*
- 8.94%
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MXMVX vs. TCVIX - Expense Ratio Comparison
MXMVX has a 1.15% expense ratio, which is higher than TCVIX's 0.85% expense ratio.
Return for Risk
MXMVX vs. TCVIX — Risk / Return Rank
MXMVX
TCVIX
MXMVX vs. TCVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Mid Cap Value Fund (MXMVX) and Touchstone Mid Cap Value Fund (TCVIX). 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 | TCVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.03 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.51 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.32 | -0.56 |
Martin ratioReturn relative to average drawdown | 3.47 | 5.51 | -2.04 |
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 | TCVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.03 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.40 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.47 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.58 | -0.39 |
Correlation
The correlation between MXMVX and TCVIX is 0.92, 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. TCVIX - Dividend Comparison
MXMVX's dividend yield for the trailing twelve months is around 5.95%, more than TCVIX's 4.03% 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% |
TCVIX Touchstone Mid Cap Value Fund | 4.03% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
Drawdowns
MXMVX vs. TCVIX - Drawdown Comparison
The maximum MXMVX drawdown since its inception was -57.13%, which is greater than TCVIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for MXMVX and TCVIX.
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Drawdown Indicators
| MXMVX | TCVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.13% | -41.89% | -15.24% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -12.52% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -19.37% | -15.32% |
Max Drawdown (10Y)Largest decline over 10 years | -45.46% | -41.89% | -3.57% |
Current DrawdownCurrent decline from peak | -7.45% | -7.76% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -12.62% | -5.43% | -7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.00% | +0.23% |
Volatility
MXMVX vs. TCVIX - Volatility Comparison
The current volatility for Great-West Mid Cap Value Fund (MXMVX) is 4.44%, while Touchstone Mid Cap Value Fund (TCVIX) has a volatility of 5.27%. This indicates that MXMVX experiences smaller price fluctuations and is considered to be less risky than TCVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXMVX | TCVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 5.27% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 10.00% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 17.54% | +3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 17.11% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 19.11% | +1.44% |