MAPOX vs. MSCFX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and Mairs & Power Small Cap Fund (MSCFX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011.
Performance
MAPOX vs. MSCFX - Performance Comparison
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MAPOX vs. MSCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | -3.20% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
MSCFX Mairs & Power Small Cap Fund | 0.35% | 3.96% | 7.25% | 11.04% | -14.06% | 30.31% | 8.82% | 21.12% | -6.89% | 7.64% |
Returns By Period
In the year-to-date period, MAPOX achieves a -3.20% return, which is significantly lower than MSCFX's 0.35% return. Over the past 10 years, MAPOX has underperformed MSCFX with an annualized return of 6.76%, while MSCFX has yielded a comparatively higher 8.31% annualized return.
MAPOX
- 1D
- 0.17%
- 1M
- -6.62%
- YTD
- -3.20%
- 6M
- -3.07%
- 1Y
- 3.16%
- 3Y*
- 7.65%
- 5Y*
- 3.62%
- 10Y*
- 6.76%
MSCFX
- 1D
- -1.14%
- 1M
- -10.09%
- YTD
- 0.35%
- 6M
- 2.23%
- 1Y
- 17.27%
- 3Y*
- 7.21%
- 5Y*
- 3.56%
- 10Y*
- 8.31%
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MAPOX vs. MSCFX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than MSCFX's 0.95% expense ratio.
Return for Risk
MAPOX vs. MSCFX — Risk / Return Rank
MAPOX
MSCFX
MAPOX vs. MSCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Mairs & Power Small Cap Fund (MSCFX). 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 | MSCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.67 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.11 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.14 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 0.88 | -0.49 |
Martin ratioReturn relative to average drawdown | 1.41 | 3.02 | -1.62 |
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 | MSCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.67 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.16 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.36 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.52 | -0.50 |
Correlation
The correlation between MAPOX and MSCFX 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. MSCFX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.12%, more than MSCFX's 2.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 3.12% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
MSCFX Mairs & Power Small Cap Fund | 2.26% | 2.27% | 2.17% | 0.67% | 6.48% | 11.25% | 2.04% | 3.11% | 4.78% | 3.43% | 1.90% | 1.16% |
Drawdowns
MAPOX vs. MSCFX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than MSCFX's maximum drawdown of -40.89%. Use the drawdown chart below to compare losses from any high point for MAPOX and MSCFX.
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Drawdown Indicators
| MAPOX | MSCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -40.89% | -28.83% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -15.42% | +8.15% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -29.65% | +8.17% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -40.89% | +16.09% |
Current DrawdownCurrent decline from peak | -6.62% | -13.19% | +6.57% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -6.27% | -14.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 4.47% | -2.47% |
Volatility
MAPOX vs. MSCFX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 2.80%, while Mairs & Power Small Cap Fund (MSCFX) has a volatility of 7.18%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than MSCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | MSCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 7.18% | -4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 5.64% | 14.73% | -9.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 25.42% | -15.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 22.12% | -11.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.11% | 22.89% | -11.78% |