MPGFX vs. FLCPX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. FLCPX is managed by Fidelity. It was launched on Feb 2, 2016.
Performance
MPGFX vs. FLCPX - Performance Comparison
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MPGFX vs. FLCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | -3.78% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -4.33% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly higher than FLCPX's -4.33% return. Over the past 10 years, MPGFX has underperformed FLCPX with an annualized return of 11.50%, while FLCPX has yielded a comparatively higher 14.08% annualized return.
MPGFX
- 1D
- 3.19%
- 1M
- -5.82%
- YTD
- -3.78%
- 6M
- -3.77%
- 1Y
- 11.34%
- 3Y*
- 14.84%
- 5Y*
- 8.75%
- 10Y*
- 11.50%
FLCPX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.33%
- 6M
- -2.15%
- 1Y
- 17.32%
- 3Y*
- 18.33%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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MPGFX vs. FLCPX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than FLCPX's 0.02% expense ratio.
Return for Risk
MPGFX vs. FLCPX — Risk / Return Rank
MPGFX
FLCPX
MPGFX vs. FLCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). 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.
| MPGFX | FLCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.98 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.50 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.33 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.17 | 6.39 | -2.21 |
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
| MPGFX | FLCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.98 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.84 | -0.52 |
Correlation
The correlation between MPGFX and FLCPX is 0.94, 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
MPGFX vs. FLCPX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, more than FLCPX's 0.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 4.66% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.59% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% |
Drawdowns
MPGFX vs. FLCPX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than FLCPX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for MPGFX and FLCPX.
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Drawdown Indicators
| MPGFX | FLCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -33.87% | -27.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -12.14% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -24.40% | -1.47% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -33.87% | +0.79% |
Current DrawdownCurrent decline from peak | -6.65% | -6.23% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -4.24% | -10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.53% | +0.35% |
Volatility
MPGFX vs. FLCPX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to Fidelity SAI U.S. Large Cap Index Fund (FLCPX) at 5.34%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than FLCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | FLCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 5.34% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 9.53% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 18.33% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 17.08% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 18.15% | -0.08% |