MPGFX vs. FBGRX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Fidelity Blue Chip Growth Fund (FBGRX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPGFX or FBGRX.
Performance
MPGFX vs. FBGRX - Performance Comparison
Returns By Period
In the year-to-date period, MPGFX achieves a 23.52% return, which is significantly lower than FBGRX's 36.20% return. Over the past 10 years, MPGFX has underperformed FBGRX with an annualized return of 11.71%, while FBGRX has yielded a comparatively higher 13.86% annualized return.
MPGFX
23.52%
2.81%
10.48%
30.98%
14.25%
11.71%
FBGRX
36.20%
4.34%
12.32%
43.38%
18.15%
13.86%
Key characteristics
| MPGFX | FBGRX | |
|---|---|---|
| Sharpe Ratio | 2.48 | 2.25 |
| Sortino Ratio | 3.35 | 2.94 |
| Omega Ratio | 1.46 | 1.41 |
| Calmar Ratio | 3.44 | 2.48 |
| Martin Ratio | 14.02 | 10.91 |
| Ulcer Index | 2.21% | 3.98% |
| Daily Std Dev | 12.51% | 19.32% |
| Max Drawdown | -60.43% | -57.42% |
| Current Drawdown | -0.93% | -1.07% |
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MPGFX vs. FBGRX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Correlation
The correlation between MPGFX and FBGRX is 0.81, 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.
Risk-Adjusted Performance
MPGFX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
MPGFX vs. FBGRX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 0.78%, more than FBGRX's 0.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 0.78% | 0.83% | 0.86% | 0.56% | 1.07% | 1.24% | 1.50% | 1.37% | 1.42% | 1.60% | 1.32% | 1.11% |
FBGRX Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
MPGFX vs. FBGRX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -60.43%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for MPGFX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
MPGFX vs. FBGRX - Volatility Comparison
The current volatility for Mairs & Power Growth Fund (MPGFX) is 4.56%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.55%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.