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 a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
MXSHX vs. FXAIX - Performance Comparison
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MXSHX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | -1.95% | 12.78% | 7.76% | 13.40% | -14.56% | 11.15% | 13.55% | 18.39% | -7.74% | 12.83% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, MXSHX achieves a -1.95% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, MXSHX has underperformed FXAIX with an annualized return of 6.30%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
MXSHX
- 1D
- 0.00%
- 1M
- -6.15%
- YTD
- -1.95%
- 6M
- -0.07%
- 1Y
- 10.92%
- 3Y*
- 8.92%
- 5Y*
- 4.36%
- 10Y*
- 6.30%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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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.
Return for Risk
MXSHX vs. FXAIX — Risk / Return Rank
MXSHX
FXAIX
MXSHX vs. FXAIX - Risk-Adjusted Trends 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.
| MXSHX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.97 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.49 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.52 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.60 | 7.30 | -1.69 |
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
| MXSHX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.97 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.70 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.78 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.76 | -0.29 |
Correlation
The correlation between MXSHX and FXAIX is 0.82, 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
MXSHX vs. FXAIX - Dividend Comparison
MXSHX's dividend yield for the trailing twelve months is around 3.64%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXSHX Great-West SecureFoundation Balanced Fund | 3.64% | 3.57% | 7.40% | 3.48% | 6.32% | 8.80% | 5.40% | 7.08% | 6.39% | 1.83% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
MXSHX vs. FXAIX - Drawdown Comparison
The maximum MXSHX drawdown since its inception was -23.44%, 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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Drawdown Indicators
| MXSHX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.44% | -33.79% | +10.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -12.13% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -23.44% | -24.50% | +1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -23.44% | -33.79% | +10.35% |
Current DrawdownCurrent decline from peak | -6.40% | -6.23% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -3.83% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.53% | -0.73% |
Volatility
MXSHX vs. FXAIX - Volatility Comparison
The current volatility for Great-West SecureFoundation Balanced Fund (MXSHX) is 3.66%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.34%. 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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Volatility by Period
| MXSHX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 5.34% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.18% | 9.53% | -3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.78% | 18.32% | -7.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 16.92% | -5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 18.05% | -6.90% |