MPGFX vs. VFIAX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
MPGFX vs. VFIAX - Performance Comparison
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MPGFX vs. VFIAX - 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -4.35% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly higher than VFIAX's -4.35% return. Over the past 10 years, MPGFX has underperformed VFIAX with an annualized return of 11.50%, while VFIAX has yielded a comparatively higher 14.04% 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%
VFIAX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.16%
- 1Y
- 17.30%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.04%
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MPGFX vs. VFIAX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Return for Risk
MPGFX vs. VFIAX — Risk / Return Rank
MPGFX
VFIAX
MPGFX vs. VFIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.97 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.49 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.52 | -0.45 |
Martin ratioReturn relative to average drawdown | 4.17 | 7.29 | -3.12 |
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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.97 | -0.32 |
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 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.44 | -0.12 |
Correlation
The correlation between MPGFX and VFIAX is 0.94, 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. VFIAX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, more than VFIAX's 1.18% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
MPGFX vs. VFIAX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MPGFX and VFIAX.
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Drawdown Indicators
| MPGFX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -55.20% | -5.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -12.12% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -24.53% | -1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -33.83% | +0.75% |
Current DrawdownCurrent decline from peak | -6.65% | -6.24% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -9.46% | -5.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.52% | +0.36% |
Volatility
MPGFX vs. VFIAX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 5.35%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 5.35% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 9.53% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 18.32% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 16.91% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 18.05% | +0.02% |