MAPOX vs. VWELX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and Vanguard Wellington Fund Investor Shares (VWELX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAPOX or VWELX.
Key characteristics
| MAPOX | VWELX | |
|---|---|---|
| YTD Return | 9.77% | 12.24% |
| 1Y Return | 17.35% | 18.57% |
| 3Y Return (Ann) | 3.36% | 4.67% |
| 5Y Return (Ann) | 7.78% | 8.81% |
| 10Y Return (Ann) | 7.26% | 8.40% |
| Sharpe Ratio | 2.21 | 2.17 |
| Daily Std Dev | 8.12% | 8.85% |
| Max Drawdown | -55.52% | -36.12% |
| Current Drawdown | -0.50% | -0.09% |
Correlation
The correlation between MAPOX and VWELX 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.
Performance
MAPOX vs. VWELX - Performance Comparison
In the year-to-date period, MAPOX achieves a 9.77% return, which is significantly lower than VWELX's 12.24% return. Over the past 10 years, MAPOX has underperformed VWELX with an annualized return of 7.26%, while VWELX has yielded a comparatively higher 8.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MAPOX vs. VWELX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
MAPOX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.40%, less than VWELX's 5.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 3.40% | 3.64% | 6.96% | 6.37% | 4.37% | 4.58% | 5.30% | 3.80% | 3.52% | 4.23% | 2.40% | 2.29% |
VWELX Vanguard Wellington Fund Investor Shares | 5.01% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% | 6.55% |
Drawdowns
MAPOX vs. VWELX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -55.52%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for MAPOX and VWELX. For additional features, visit the drawdowns tool.
Volatility
MAPOX vs. VWELX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 2.10%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.89%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.