Correlation
The correlation between MAPOX and VWELX is 0.84, 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. 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.
Performance
MAPOX vs. VWELX - Performance Comparison
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Key characteristics
MAPOX:
0.54
VWELX:
0.93
MAPOX:
0.69
VWELX:
1.26
MAPOX:
1.09
VWELX:
1.18
MAPOX:
0.43
VWELX:
0.90
MAPOX:
1.44
VWELX:
3.60
MAPOX:
3.21%
VWELX:
2.99%
MAPOX:
10.60%
VWELX:
12.81%
MAPOX:
-55.52%
VWELX:
-36.12%
MAPOX:
-4.39%
VWELX:
-0.87%
Returns By Period
In the year-to-date period, MAPOX achieves a -0.35% return, which is significantly lower than VWELX's 2.63% return. Over the past 10 years, MAPOX has underperformed VWELX with an annualized return of 6.87%, while VWELX has yielded a comparatively higher 8.46% annualized return.
MAPOX
-0.35%
1.87%
-4.39%
5.69%
5.77%
7.86%
6.87%
VWELX
2.63%
4.25%
0.67%
11.85%
9.07%
9.64%
8.46%
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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 Rank
MAPOX
VWELX
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.
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Dividends
MAPOX vs. VWELX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 2.01%, less than VWELX's 10.58% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 10.58% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% |
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.
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Volatility
MAPOX vs. VWELX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) and Vanguard Wellington Fund Investor Shares (VWELX) have volatilities of 3.05% and 2.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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