Correlation
The correlation between MXSHX and FXAIX is 0.73, 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.
MXSHX vs. FXAIX
Compare and contrast key facts about Great-West SecureFoundation Balanced Fund (MXSHX) and Fidelity 500 Index Fund (FXAIX).
MXSHX is managed by Great-West. It was launched on Nov 12, 2009. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXSHX or FXAIX.
Performance
MXSHX vs. FXAIX - Performance Comparison
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Key characteristics
MXSHX:
0.65
FXAIX:
0.75
MXSHX:
0.90
FXAIX:
1.07
MXSHX:
1.13
FXAIX:
1.15
MXSHX:
0.64
FXAIX:
0.72
MXSHX:
2.61
FXAIX:
2.73
MXSHX:
2.63%
FXAIX:
4.85%
MXSHX:
11.70%
FXAIX:
19.78%
MXSHX:
-22.37%
FXAIX:
-33.79%
MXSHX:
-1.16%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, MXSHX achieves a 2.51% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, MXSHX has underperformed FXAIX with an annualized return of 5.94%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
MXSHX
2.51%
2.90%
-0.31%
7.50%
5.93%
7.02%
5.94%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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MXSHX vs. FXAIX - Expense Ratio Comparison
MXSHX has a 0.53% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
MXSHX vs. FXAIX — Risk-Adjusted Performance Rank
MXSHX
FXAIX
MXSHX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West SecureFoundation Balanced Fund (MXSHX) and Fidelity 500 Index Fund (FXAIX). 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.
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Dividends
MXSHX vs. FXAIX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 7.22%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | 7.22% | 7.40% | 3.48% | 6.31% | 8.81% | 5.39% | 7.09% | 6.40% | 3.69% | 3.66% | 4.12% | 3.89% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
MXSHX vs. FXAIX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -22.37%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for MXSHX and FXAIX.
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Volatility
MXSHX vs. FXAIX - Volatility Comparison
The current volatility for Great-West SecureFoundation Balanced Fund (MXSHX) is 2.71%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that MXSHX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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