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.
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.
Performance
MAPOX vs. FZROX - Performance Comparison
Key characteristics
MAPOX:
1.38
FZROX:
1.65
MAPOX:
1.96
FZROX:
2.24
MAPOX:
1.25
FZROX:
1.30
MAPOX:
0.86
FZROX:
2.53
MAPOX:
6.24
FZROX:
9.98
MAPOX:
1.75%
FZROX:
2.17%
MAPOX:
7.91%
FZROX:
13.16%
MAPOX:
-55.52%
FZROX:
-34.96%
MAPOX:
-2.32%
FZROX:
-1.18%
Returns By Period
In the year-to-date period, MAPOX achieves a 2.57% return, which is significantly lower than FZROX's 3.09% return.
MAPOX
2.57%
3.15%
5.00%
11.77%
3.97%
4.70%
FZROX
3.09%
3.81%
12.24%
23.61%
13.59%
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.
Dividends
MAPOX vs. FZROX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 1.96%, more than FZROX's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 1.96% | 2.01% | 2.03% | 1.99% | 1.44% | 1.90% | 2.13% | 2.41% | 2.20% | 2.28% | 2.63% | 2.30% |
FZROX Fidelity ZERO Total Market Index Fund | 1.12% | 1.16% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 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 2.06%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 3.54%. 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.