Correlation
The correlation between MAPOX and FZROX is 0.91, 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.
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.
Performance
MAPOX vs. FZROX - Performance Comparison
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Key characteristics
MAPOX:
0.54
FZROX:
0.70
MAPOX:
0.69
FZROX:
1.00
MAPOX:
1.09
FZROX:
1.15
MAPOX:
0.43
FZROX:
0.64
MAPOX:
1.44
FZROX:
2.42
MAPOX:
3.21%
FZROX:
5.17%
MAPOX:
10.60%
FZROX:
20.15%
MAPOX:
-55.52%
FZROX:
-34.96%
MAPOX:
-4.39%
FZROX:
-3.85%
Returns By Period
In the year-to-date period, MAPOX achieves a -0.35% return, which is significantly lower than FZROX's 0.59% return.
MAPOX
-0.35%
1.87%
-4.39%
5.69%
5.77%
7.86%
6.87%
FZROX
0.59%
6.44%
-2.40%
13.91%
13.86%
15.39%
N/A
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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 Rank
MAPOX
FZROX
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.
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Dividends
MAPOX vs. FZROX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 2.01%, more than FZROX's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 2.01% | 2.01% | 3.64% | 6.96% | 6.37% | 4.37% | 4.58% | 5.29% | 3.80% | 3.52% | 4.23% | 2.40% |
FZROX Fidelity ZERO Total Market Index Fund | 1.15% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 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.
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Volatility
MAPOX vs. FZROX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 3.05%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.99%. 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.
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