FMIMX vs. MPGFX
Compare and contrast key facts about FMI Common Stock Fund (FMIMX) and Mairs & Power Growth Fund (MPGFX).
FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981. MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958.
Performance
FMIMX vs. MPGFX - Performance Comparison
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FMIMX vs. MPGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 0.60% | 2.12% | 10.38% | 24.85% | -5.95% | 30.52% | 5.79% | 24.80% | -8.77% | 13.92% |
MPGFX Mairs & Power Growth Fund | -3.78% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
Returns By Period
In the year-to-date period, FMIMX achieves a 0.60% return, which is significantly higher than MPGFX's -3.78% return. Over the past 10 years, FMIMX has underperformed MPGFX with an annualized return of 10.45%, while MPGFX has yielded a comparatively higher 11.50% annualized return.
FMIMX
- 1D
- 2.22%
- 1M
- -9.10%
- YTD
- 0.60%
- 6M
- -0.97%
- 1Y
- 6.09%
- 3Y*
- 9.61%
- 5Y*
- 8.81%
- 10Y*
- 10.45%
MPGFX
- 1D
- 3.19%
- 1M
- -5.82%
- YTD
- -3.78%
- 6M
- -3.77%
- 1Y
- 11.34%
- 3Y*
- 14.84%
- 5Y*
- 8.75%
- 10Y*
- 11.50%
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FMIMX vs. MPGFX - Expense Ratio Comparison
FMIMX has a 1.01% expense ratio, which is higher than MPGFX's 0.61% expense ratio.
Return for Risk
FMIMX vs. MPGFX — Risk / Return Rank
FMIMX
MPGFX
FMIMX vs. MPGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) and Mairs & Power Growth Fund (MPGFX). 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.
| FMIMX | MPGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.65 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.05 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.07 | -0.59 |
Martin ratioReturn relative to average drawdown | 1.29 | 4.17 | -2.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FMIMX | MPGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.65 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.64 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.31 | +0.19 |
Correlation
The correlation between FMIMX and MPGFX is 0.78, 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.
Dividends
FMIMX vs. MPGFX - Dividend Comparison
FMIMX's dividend yield for the trailing twelve months is around 13.16%, more than MPGFX's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 13.16% | 13.24% | 2.01% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% |
MPGFX Mairs & Power Growth Fund | 4.66% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
Drawdowns
FMIMX vs. MPGFX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.09%, roughly equal to the maximum MPGFX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for FMIMX and MPGFX.
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Drawdown Indicators
| FMIMX | MPGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.09% | -61.00% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -11.21% | -2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -21.31% | -25.87% | +4.56% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -33.08% | -4.99% |
Current DrawdownCurrent decline from peak | -11.89% | -6.65% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -10.46% | -14.75% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.14% | 2.88% | +2.26% |
Volatility
FMIMX vs. MPGFX - Volatility Comparison
FMI Common Stock Fund (FMIMX) and Mairs & Power Growth Fund (MPGFX) have volatilities of 5.58% and 5.80%, 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.
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Volatility by Period
| FMIMX | MPGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.80% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.46% | 9.85% | +2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 17.89% | +3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.60% | 17.29% | +1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.19% | 18.07% | +1.12% |