MPGFX vs. PRWCX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Performance
MPGFX vs. PRWCX - Performance Comparison
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MPGFX vs. PRWCX - 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% |
PRWCX T. Rowe Price Capital Appreciation Fund | -3.22% | 20.92% | 12.50% | 18.85% | -12.00% | 18.45% | 18.13% | 24.62% | 0.63% | 15.34% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly lower than PRWCX's -3.22% return. Both investments have delivered pretty close results over the past 10 years, with MPGFX having a 11.50% annualized return and PRWCX not far behind at 11.41%.
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%
PRWCX
- 1D
- 1.91%
- 1M
- -2.92%
- YTD
- -3.22%
- 6M
- 5.51%
- 1Y
- 16.80%
- 3Y*
- 13.72%
- 5Y*
- 9.22%
- 10Y*
- 11.41%
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MPGFX vs. PRWCX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Return for Risk
MPGFX vs. PRWCX — Risk / Return Rank
MPGFX
PRWCX
MPGFX vs. PRWCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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 | PRWCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.27 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.37 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.34 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.34 | -1.27 |
Martin ratioReturn relative to average drawdown | 4.17 | 9.70 | -5.52 |
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 | PRWCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.27 | -0.62 |
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 | 0.88 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.90 | -0.59 |
Correlation
The correlation between MPGFX and PRWCX 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.
Dividends
MPGFX vs. PRWCX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, less than PRWCX's 16.24% 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% |
PRWCX T. Rowe Price Capital Appreciation Fund | 16.24% | 15.72% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% |
Drawdowns
MPGFX vs. PRWCX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than PRWCX's maximum drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for MPGFX and PRWCX.
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Drawdown Indicators
| MPGFX | PRWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -41.77% | -19.23% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -6.80% | -4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -17.07% | -8.80% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -26.86% | -6.22% |
Current DrawdownCurrent decline from peak | -6.65% | -4.47% | -2.18% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -3.34% | -11.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 1.64% | +1.24% |
Volatility
MPGFX vs. PRWCX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 3.64%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | PRWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 3.64% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 9.78% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 13.57% | +4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 13.24% | +4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 12.98% | +5.09% |