MXVIX vs. VITPX
Compare and contrast key facts about Great-West S&P 500 Index Fund (MXVIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
MXVIX is managed by Great-West. It was launched on Sep 8, 2003. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXVIX or VITPX.
Correlation
The correlation between MXVIX and VITPX is 0.96, 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. VITPX - Performance Comparison
Key characteristics
MXVIX:
0.26
VITPX:
0.17
MXVIX:
0.50
VITPX:
0.37
MXVIX:
1.07
VITPX:
1.05
MXVIX:
0.27
VITPX:
0.16
MXVIX:
1.19
VITPX:
0.68
MXVIX:
4.21%
VITPX:
4.81%
MXVIX:
19.01%
VITPX:
19.42%
MXVIX:
-33.82%
VITPX:
-55.28%
MXVIX:
-13.88%
VITPX:
-15.52%
Returns By Period
In the year-to-date period, MXVIX achieves a -9.94% return, which is significantly higher than VITPX's -10.88% return. Over the past 10 years, MXVIX has underperformed VITPX with an annualized return of 6.94%, while VITPX has yielded a comparatively higher 8.09% annualized return.
MXVIX
-9.94%
-6.74%
-9.82%
6.79%
11.20%
6.94%
VITPX
-10.88%
-7.42%
-11.52%
4.91%
10.85%
8.09%
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MXVIX vs. VITPX - Expense Ratio Comparison
MXVIX has a 0.51% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Risk-Adjusted Performance
MXVIX vs. VITPX — Risk-Adjusted Performance Rank
MXVIX
VITPX
MXVIX vs. VITPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P 500 Index Fund (MXVIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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. VITPX - Dividend Comparison
MXVIX's dividend yield for the trailing twelve months is around 0.58%, less than VITPX's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | 0.58% | 0.52% | 0.43% | 0.39% | 0.35% | 0.68% | 0.66% | 0.92% | 0.80% | 0.90% | 1.26% | 1.48% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 1.49% | 1.31% | 1.47% | 1.71% | 1.26% | 1.65% | 1.82% | 2.20% | 1.74% | 2.04% | 2.30% | 1.80% |
Drawdowns
MXVIX vs. VITPX - Drawdown Comparison
The maximum MXVIX drawdown since its inception was -33.82%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for MXVIX and VITPX. For additional features, visit the drawdowns tool.
Volatility
MXVIX vs. VITPX - Volatility Comparison
Great-West S&P 500 Index Fund (MXVIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) have volatilities of 13.58% and 13.71%, 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.