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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMIMX or MPGFX.
Correlation
The correlation between FMIMX and MPGFX is 0.82, 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
FMIMX vs. MPGFX - Performance Comparison
Key characteristics
FMIMX:
-0.59
MPGFX:
-0.49
FMIMX:
-0.71
MPGFX:
-0.54
FMIMX:
0.91
MPGFX:
0.93
FMIMX:
-0.55
MPGFX:
-0.39
FMIMX:
-1.89
MPGFX:
-1.54
FMIMX:
5.77%
MPGFX:
5.05%
FMIMX:
18.37%
MPGFX:
15.93%
FMIMX:
-59.12%
MPGFX:
-60.43%
FMIMX:
-19.83%
MPGFX:
-19.95%
Returns By Period
In the year-to-date period, FMIMX achieves a -11.48% return, which is significantly higher than MPGFX's -13.24% return. Over the past 10 years, FMIMX has underperformed MPGFX with an annualized return of 1.94%, while MPGFX has yielded a comparatively higher 3.46% annualized return.
FMIMX
-11.48%
-9.67%
-13.82%
-10.10%
13.08%
1.94%
MPGFX
-13.24%
-12.04%
-14.50%
-6.62%
9.27%
3.46%
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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.
Risk-Adjusted Performance
FMIMX vs. MPGFX — Risk-Adjusted Performance Rank
FMIMX
MPGFX
FMIMX vs. MPGFX - Risk-Adjusted Performance 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.
Dividends
FMIMX vs. MPGFX - Dividend Comparison
FMIMX's dividend yield for the trailing twelve months is around 0.24%, less than MPGFX's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 0.24% | 0.21% | 0.27% | 0.14% | 0.33% | 0.76% | 0.43% | 0.44% | 0.02% | 0.00% | 0.00% | 12.38% |
MPGFX Mairs & Power Growth Fund | 4.43% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% | 3.37% |
Drawdowns
FMIMX vs. MPGFX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.12%, roughly equal to the maximum MPGFX drawdown of -60.43%. Use the drawdown chart below to compare losses from any high point for FMIMX and MPGFX. For additional features, visit the drawdowns tool.
Volatility
FMIMX vs. MPGFX - Volatility Comparison
FMI Common Stock Fund (FMIMX) has a higher volatility of 9.01% compared to Mairs & Power Growth Fund (MPGFX) at 8.39%. This indicates that FMIMX's price experiences larger fluctuations and is considered to be riskier than MPGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.