MPGFX vs. VDIGX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Vanguard Dividend Growth Fund (VDIGX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPGFX or VDIGX.
Key characteristics
| MPGFX | VDIGX | |
|---|---|---|
| YTD Return | 18.61% | 13.72% |
| 1Y Return | 31.92% | 21.59% |
| 3Y Return (Ann) | 9.10% | 8.80% |
| 5Y Return (Ann) | 14.37% | 11.44% |
| 10Y Return (Ann) | 11.68% | 11.46% |
| Sharpe Ratio | 2.37 | 2.31 |
| Daily Std Dev | 12.99% | 9.21% |
| Max Drawdown | -60.43% | -45.23% |
| Current Drawdown | -0.65% | -0.46% |
Correlation
The correlation between MPGFX and VDIGX 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.
Performance
MPGFX vs. VDIGX - Performance Comparison
In the year-to-date period, MPGFX achieves a 18.61% return, which is significantly higher than VDIGX's 13.72% return. Both investments have delivered pretty close results over the past 10 years, with MPGFX having a 11.68% annualized return and VDIGX not far behind at 11.46%. 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. VDIGX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
MPGFX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Vanguard Dividend Growth Fund (VDIGX). 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. VDIGX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 2.09%, less than VDIGX's 3.07% 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% |
VDIGX Vanguard Dividend Growth Fund | 3.07% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
Drawdowns
MPGFX vs. VDIGX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -60.43%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for MPGFX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
MPGFX vs. VDIGX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 4.25% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.22%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.