MAPOX vs. FZROX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and Fidelity ZERO Total Market Index Fund (FZROX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAPOX or FZROX.
Key characteristics
| MAPOX | FZROX | |
|---|---|---|
| YTD Return | 10.38% | 18.05% |
| 1Y Return | 18.78% | 27.74% |
| 3Y Return (Ann) | 3.67% | 8.62% |
| 5Y Return (Ann) | 7.95% | 14.60% |
| Sharpe Ratio | 2.31 | 2.12 |
| Daily Std Dev | 8.09% | 13.08% |
| Max Drawdown | -55.52% | -34.96% |
| Current Drawdown | 0.00% | -0.46% |
Correlation
The correlation between MAPOX and FZROX is 0.93, 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
MAPOX vs. FZROX - Performance Comparison
In the year-to-date period, MAPOX achieves a 10.38% return, which is significantly lower than FZROX's 18.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MAPOX vs. FZROX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
MAPOX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Fidelity ZERO Total Market Index Fund (FZROX). 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
MAPOX vs. FZROX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.39%, more than FZROX's 1.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 3.39% | 3.64% | 6.96% | 6.37% | 4.37% | 4.58% | 5.30% | 3.80% | 3.52% | 4.23% | 2.40% | 2.29% |
FZROX Fidelity ZERO Total Market Index Fund | 1.15% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MAPOX vs. FZROX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -55.52%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for MAPOX and FZROX. For additional features, visit the drawdowns tool.
Volatility
MAPOX vs. FZROX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 2.05%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.22%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.