Mairs & Power Small Cap Fund (MSCFX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSCFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSCFX
MSCFX charges 0.95% annually. There are 82 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | MSCFX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | MSCFX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | MSCFX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | MSCFX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | MSCFX vs VSMAX |
Best Risk-Adjusted Alternatives to MSCFX
MSCFX has a PortfoliosLab risk / return rank of 59. There are 97 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | MSCFX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | MSCFX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | MSCFX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | MSCFX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | MSCFX vs RYOTX |
Top Performing MSCFX Alternatives (YTD)
MSCFX is at 21.28% YTD. There are 65 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | MSCFX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | MSCFX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | MSCFX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | MSCFX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | MSCFX vs HASCX |
Lowest Volatility Alternatives to MSCFX
MSCFX has 21.38% 1-year volatility. There are 165 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | MSCFX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | MSCFX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | MSCFX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | MSCFX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | MSCFX vs BOSOX |
Lowest Drawdown Alternatives to MSCFX
MSCFX has a 1-year max drawdown of -13.19%. There are 157 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | MSCFX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | MSCFX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | MSCFX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | MSCFX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | MSCFX vs SSCDX |
Other Mutual Funds from Mairs & Power
The 2 most viewed Mairs & Power mutual funds shown here include MPGFX, MAPOX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mairs & Power Growth Fund | Large Cap Blend Equities | 41 | 7.81% | — | Nov 1958 | MSCFX vs MPGFX | |
| Mairs & Power Balanced Fund | Diversified Portfolio | 29 | 4.59% | — | Jan 1961 | MSCFX vs MAPOX |
Often Compared With MSCFX
Investors most often compare MSCFX with FDGRX, CAMSX, BIAUX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MSCFX with Any Fund or Stock
Compare MSCFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSCFX with funds that move differently
Mairs & Power Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSCFX.
Explore MSCFX Diversifiers