MXXLX vs. VTSAX
Compare and contrast key facts about Great-West Lifetime 2055 Fund (MXXLX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
MXXLX is managed by Great-West. It was launched on Apr 30, 2009. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXXLX or VTSAX.
Correlation
The correlation between MXXLX and VTSAX is 0.76, 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
MXXLX vs. VTSAX - Performance Comparison
Key characteristics
MXXLX:
1.06
VTSAX:
1.90
MXXLX:
1.44
VTSAX:
2.56
MXXLX:
1.22
VTSAX:
1.35
MXXLX:
0.78
VTSAX:
2.89
MXXLX:
5.52
VTSAX:
11.42
MXXLX:
2.27%
VTSAX:
2.17%
MXXLX:
11.85%
VTSAX:
13.02%
MXXLX:
-38.67%
VTSAX:
-55.34%
MXXLX:
-6.63%
VTSAX:
-0.08%
Returns By Period
In the year-to-date period, MXXLX achieves a 4.55% return, which is significantly higher than VTSAX's 4.20% return. Over the past 10 years, MXXLX has underperformed VTSAX with an annualized return of 1.77%, while VTSAX has yielded a comparatively higher 12.65% annualized return.
MXXLX
4.55%
3.26%
2.10%
10.15%
2.85%
1.77%
VTSAX
4.20%
1.91%
10.15%
23.12%
13.65%
12.65%
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MXXLX vs. VTSAX - Expense Ratio Comparison
MXXLX has a 0.57% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
MXXLX vs. VTSAX — Risk-Adjusted Performance Rank
MXXLX
VTSAX
MXXLX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2055 Fund (MXXLX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
MXXLX vs. VTSAX - Dividend Comparison
MXXLX's dividend yield for the trailing twelve months is around 1.07%, less than VTSAX's 1.21% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MXXLX Great-West Lifetime 2055 Fund | 1.07% | 1.12% | 1.03% | 0.87% | 2.03% | 1.07% | 1.19% | 1.74% | 1.54% | 1.60% | 1.60% | 2.19% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MXXLX vs. VTSAX - Drawdown Comparison
The maximum MXXLX drawdown since its inception was -38.67%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for MXXLX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
MXXLX vs. VTSAX - Volatility Comparison
Great-West Lifetime 2055 Fund (MXXLX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 3.04% and 3.18%, 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.