Mairs & Power Small Cap Fund (MSCFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MSCFX
MSCFX charges 0.95% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among MSCFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | MSCFX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | MSCFX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | MSCFX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | MSCFX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | MSCFX vs VSMAX |
Best Risk-Adjusted Alternatives to MSCFX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | MSCFX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | MSCFX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | MSCFX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | MSCFX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | MSCFX vs PRSVX |
Top Performing MSCFX Alternatives (YTD)
MSCFX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | MSCFX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | MSCFX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | MSCFX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | MSCFX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | MSCFX vs RIVSX |
Lowest Volatility Alternatives to MSCFX
MSCFX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | MSCFX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | MSCFX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | MSCFX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | MSCFX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | MSCFX vs CSMDX |
Lowest Drawdown Alternatives to MSCFX
MSCFX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | MSCFX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | MSCFX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | MSCFX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | MSCFX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | MSCFX vs BOSOX |
Other Mutual Funds from Mairs & Power
Most popular Mairs & Power mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mairs & Power Growth Fund | Large Cap Blend Equities | 20 | -6.75% | Nov 7, 1958 | MSCFX vs MPGFX | |
| Mairs & Power Balanced Fund | Diversified Portfolio | 14 | -3.20% | Jan 9, 1961 | MSCFX vs MAPOX |
Often Compared With MSCFX
What investors most often compare with MSCFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | Large Cap Growth Equities | 61 | -6.86% | — | MSCFX vs FDGRX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | MSCFX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | MSCFX vs TISBX |
Compare MSCFX with Any Fund or Stock
Compare MSCFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.