MPGFX vs. FMIMX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and FMI Common Stock Fund (FMIMX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPGFX or FMIMX.
Key characteristics
| MPGFX | FMIMX | |
|---|---|---|
| YTD Return | 18.61% | 10.84% |
| 1Y Return | 31.92% | 23.14% |
| 3Y Return (Ann) | 9.10% | 12.78% |
| 5Y Return (Ann) | 14.37% | 13.51% |
| 10Y Return (Ann) | 11.68% | 10.40% |
| Sharpe Ratio | 2.37 | 1.37 |
| Daily Std Dev | 12.99% | 16.57% |
| Max Drawdown | -60.43% | -59.12% |
| Current Drawdown | -0.65% | -1.07% |
Correlation
The correlation between MPGFX and FMIMX is 0.82, 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
MPGFX vs. FMIMX - Performance Comparison
In the year-to-date period, MPGFX achieves a 18.61% return, which is significantly higher than FMIMX's 10.84% return. Over the past 10 years, MPGFX has outperformed FMIMX with an annualized return of 11.68%, while FMIMX has yielded a comparatively lower 10.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MPGFX vs. FMIMX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than FMIMX's 1.01% expense ratio.
Risk-Adjusted Performance
MPGFX vs. FMIMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and FMI Common Stock Fund (FMIMX). 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. FMIMX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 2.09%, less than FMIMX's 2.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 2.09% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% | 3.37% | 2.40% |
FMIMX FMI Common Stock Fund | 2.56% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% | 12.38% | 0.45% |
Drawdowns
MPGFX vs. FMIMX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -60.43%, roughly equal to the maximum FMIMX drawdown of -59.12%. Use the drawdown chart below to compare losses from any high point for MPGFX and FMIMX. For additional features, visit the drawdowns tool.
Volatility
MPGFX vs. FMIMX - Volatility Comparison
The current volatility for Mairs & Power Growth Fund (MPGFX) is 4.25%, while FMI Common Stock Fund (FMIMX) has a volatility of 5.37%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than FMIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.