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.
Performance
MPGFX vs. VDIGX - Performance Comparison
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MPGFX vs. VDIGX - 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% |
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly higher than VDIGX's -5.09% return. Both investments have delivered pretty close results over the past 10 years, with MPGFX having a 11.50% annualized return and VDIGX not far ahead at 11.54%.
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%
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
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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.
Return for Risk
MPGFX vs. VDIGX — Risk / Return Rank
MPGFX
VDIGX
MPGFX vs. VDIGX - Risk-Adjusted Trends 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.
| MPGFX | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.19 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.39 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.05 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.40 | +0.67 |
Martin ratioReturn relative to average drawdown | 4.17 | 1.57 | +2.60 |
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 | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.19 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.74 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.60 | -0.29 |
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.
Dividends
MPGFX vs. VDIGX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, less than VDIGX's 25.87% 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% |
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
MPGFX vs. VDIGX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, 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.
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Drawdown Indicators
| MPGFX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -45.23% | -15.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -9.57% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -16.18% | -9.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -32.98% | -0.10% |
Current DrawdownCurrent decline from peak | -6.65% | -7.10% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -6.67% | -8.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.45% | +0.43% |
Volatility
MPGFX vs. VDIGX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to Vanguard Dividend Growth Fund (VDIGX) at 4.19%. 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.
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Volatility by Period
| MPGFX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 4.19% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 7.66% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 14.50% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 13.85% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 15.69% | +2.38% |