MXVIX vs. MXISX
Compare and contrast key facts about Great-West S&P 500 Index Fund (MXVIX) and Great-West S&P Small Cap 600 Index Fund (MXISX).
MXVIX is managed by Great-West. It was launched on Sep 8, 2003. MXISX is managed by Great-West. It was launched on Dec 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXVIX or MXISX.
Correlation
The correlation between MXVIX and MXISX 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.
Performance
MXVIX vs. MXISX - Performance Comparison
Key characteristics
MXVIX:
1.77
MXISX:
0.30
MXVIX:
2.38
MXISX:
0.56
MXVIX:
1.32
MXISX:
1.07
MXVIX:
2.68
MXISX:
0.22
MXVIX:
10.85
MXISX:
1.13
MXVIX:
2.08%
MXISX:
5.00%
MXVIX:
12.81%
MXISX:
19.15%
MXVIX:
-33.82%
MXISX:
-53.77%
MXVIX:
0.00%
MXISX:
-16.59%
Returns By Period
In the year-to-date period, MXVIX achieves a 4.57% return, which is significantly higher than MXISX's 1.75% return. Over the past 10 years, MXVIX has outperformed MXISX with an annualized return of 8.58%, while MXISX has yielded a comparatively lower 1.42% annualized return.
MXVIX
4.57%
2.53%
9.23%
23.92%
10.16%
8.58%
MXISX
1.75%
-0.67%
0.37%
7.94%
2.87%
1.42%
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MXVIX vs. MXISX - Expense Ratio Comparison
MXVIX has a 0.51% expense ratio, which is lower than MXISX's 0.56% expense ratio.
Risk-Adjusted Performance
MXVIX vs. MXISX — Risk-Adjusted Performance Rank
MXVIX
MXISX
MXVIX vs. MXISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P 500 Index Fund (MXVIX) and Great-West S&P Small Cap 600 Index Fund (MXISX). 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. MXISX - Dividend Comparison
MXVIX's dividend yield for the trailing twelve months is around 0.50%, less than MXISX's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | 0.50% | 0.52% | 0.43% | 0.39% | 0.35% | 0.68% | 0.66% | 0.92% | 0.80% | 0.90% | 1.26% | 1.48% |
MXISX Great-West S&P Small Cap 600 Index Fund | 0.77% | 0.78% | 0.52% | 0.54% | 2.10% | 1.26% | 0.61% | 1.49% | 1.61% | 0.92% | 1.26% | 1.22% |
Drawdowns
MXVIX vs. MXISX - Drawdown Comparison
The maximum MXVIX drawdown since its inception was -33.82%, smaller than the maximum MXISX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for MXVIX and MXISX. For additional features, visit the drawdowns tool.
Volatility
MXVIX vs. MXISX - Volatility Comparison
The current volatility for Great-West S&P 500 Index Fund (MXVIX) is 2.95%, while Great-West S&P Small Cap 600 Index Fund (MXISX) has a volatility of 3.64%. This indicates that MXVIX experiences smaller price fluctuations and is considered to be less risky than MXISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.