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.
Performance
MPGFX vs. FMIMX - Performance Comparison
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MPGFX vs. FMIMX - 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% |
FMIMX FMI Common Stock Fund | 0.60% | 2.12% | 10.38% | 24.85% | -5.95% | 30.52% | 5.79% | 24.80% | -8.77% | 13.92% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly lower than FMIMX's 0.60% return. Over the past 10 years, MPGFX has outperformed FMIMX with an annualized return of 11.50%, while FMIMX has yielded a comparatively lower 10.45% 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%
FMIMX
- 1D
- 2.22%
- 1M
- -9.10%
- YTD
- 0.60%
- 6M
- -0.97%
- 1Y
- 6.09%
- 3Y*
- 9.61%
- 5Y*
- 8.81%
- 10Y*
- 10.45%
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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.
Return for Risk
MPGFX vs. FMIMX — Risk / Return Rank
MPGFX
FMIMX
MPGFX vs. FMIMX - Risk-Adjusted Trends 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.
| MPGFX | FMIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.30 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.61 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.08 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.48 | +0.59 |
Martin ratioReturn relative to average drawdown | 4.17 | 1.29 | +2.88 |
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 | FMIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.30 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.48 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.55 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.51 | -0.19 |
Correlation
The correlation between MPGFX and FMIMX is 0.78, 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. FMIMX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, less than FMIMX's 13.16% 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% |
FMIMX FMI Common Stock Fund | 13.16% | 13.24% | 2.01% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% |
Drawdowns
MPGFX vs. FMIMX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, roughly equal to the maximum FMIMX drawdown of -59.09%. Use the drawdown chart below to compare losses from any high point for MPGFX and FMIMX.
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Drawdown Indicators
| MPGFX | FMIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -59.09% | -1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -13.80% | +2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -21.31% | -4.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -38.07% | +4.99% |
Current DrawdownCurrent decline from peak | -6.65% | -11.89% | +5.24% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -10.46% | -4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 5.14% | -2.26% |
Volatility
MPGFX vs. FMIMX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) and FMI Common Stock Fund (FMIMX) have volatilities of 5.80% and 5.58%, 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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Volatility by Period
| MPGFX | FMIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 5.58% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 12.46% | -2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 21.02% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 18.60% | -1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 19.19% | -1.12% |