MAPOX vs. EKBAX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and Allspring Diversified Capital Builder Fund (EKBAX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
MAPOX vs. EKBAX - Performance Comparison
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MAPOX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | -1.77% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
EKBAX Allspring Diversified Capital Builder Fund | 7.46% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Returns By Period
In the year-to-date period, MAPOX achieves a -1.77% return, which is significantly lower than EKBAX's 7.46% return. Over the past 10 years, MAPOX has underperformed EKBAX with an annualized return of 6.92%, while EKBAX has yielded a comparatively higher 14.11% annualized return.
MAPOX
- 1D
- 1.48%
- 1M
- -4.93%
- YTD
- -1.77%
- 6M
- -1.70%
- 1Y
- 4.70%
- 3Y*
- 8.18%
- 5Y*
- 3.74%
- 10Y*
- 6.92%
EKBAX
- 1D
- 2.78%
- 1M
- -4.52%
- YTD
- 7.46%
- 6M
- 13.50%
- 1Y
- 39.99%
- 3Y*
- 22.93%
- 5Y*
- 14.35%
- 10Y*
- 14.11%
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MAPOX vs. EKBAX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than EKBAX's 1.10% expense ratio.
Return for Risk
MAPOX vs. EKBAX — Risk / Return Rank
MAPOX
EKBAX
MAPOX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Allspring Diversified Capital Builder Fund (EKBAX). 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.
| MAPOX | EKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.96 | -1.50 |
Sortino ratioReturn per unit of downside risk | 0.71 | 2.56 | -1.85 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.41 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 3.08 | -2.35 |
Martin ratioReturn relative to average drawdown | 2.61 | 15.01 | -12.40 |
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
| MAPOX | EKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.96 | -1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.81 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.81 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.47 | -0.45 |
Correlation
The correlation between MAPOX and EKBAX is 0.85, 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
MAPOX vs. EKBAX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.07%, less than EKBAX's 8.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 3.07% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
EKBAX Allspring Diversified Capital Builder Fund | 8.95% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
Drawdowns
MAPOX vs. EKBAX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than EKBAX's maximum drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for MAPOX and EKBAX.
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Drawdown Indicators
| MAPOX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -55.64% | -14.08% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -13.29% | +6.02% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -24.84% | +3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -32.33% | +7.53% |
Current DrawdownCurrent decline from peak | -5.24% | -4.75% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -8.03% | -13.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.72% | -0.69% |
Volatility
MAPOX vs. EKBAX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 3.33%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 6.47%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 6.47% | -3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 13.05% | -7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 20.88% | -10.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 17.89% | -7.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 17.42% | -6.30% |