MXVIX vs. JPM
Compare and contrast key facts about Great-West S&P 500 Index Fund (MXVIX) and JPMorgan Chase & Co. (JPM).
MXVIX is managed by Great-West. It was launched on Sep 8, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXVIX or JPM.
Correlation
The correlation between MXVIX and JPM is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MXVIX vs. JPM - Performance Comparison
Key characteristics
MXVIX:
1.98
JPM:
1.89
MXVIX:
2.63
JPM:
2.61
MXVIX:
1.37
JPM:
1.39
MXVIX:
3.07
JPM:
4.38
MXVIX:
12.92
JPM:
12.50
MXVIX:
2.01%
JPM:
3.55%
MXVIX:
13.07%
JPM:
23.51%
MXVIX:
-33.82%
JPM:
-74.02%
MXVIX:
-3.62%
JPM:
-2.34%
Returns By Period
In the year-to-date period, MXVIX achieves a 0.48% return, which is significantly lower than JPM's 1.97% return. Over the past 10 years, MXVIX has underperformed JPM with an annualized return of 12.12%, while JPM has yielded a comparatively higher 18.41% annualized return.
MXVIX
0.48%
-3.62%
5.60%
24.18%
13.59%
12.12%
JPM
1.97%
-1.19%
18.44%
44.59%
15.40%
18.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MXVIX vs. JPM — Risk-Adjusted Performance Rank
MXVIX
JPM
MXVIX vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P 500 Index Fund (MXVIX) and JPMorgan Chase & Co. (JPM). 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.
Dividends
MXVIX vs. JPM - Dividend Comparison
MXVIX's dividend yield for the trailing twelve months is around 0.11%, less than JPM's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | 0.11% | 0.11% | 0.43% | 0.39% | 0.35% | 0.68% | 0.66% | 0.92% | 0.80% | 0.90% | 1.26% | 1.48% |
JPM JPMorgan Chase & Co. | 1.97% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
MXVIX vs. JPM - Drawdown Comparison
The maximum MXVIX drawdown since its inception was -33.82%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for MXVIX and JPM. For additional features, visit the drawdowns tool.
Volatility
MXVIX vs. JPM - Volatility Comparison
Great-West S&P 500 Index Fund (MXVIX) and JPMorgan Chase & Co. (JPM) have volatilities of 5.29% and 5.45%, 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.