MPGFX vs. VITPX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
MPGFX vs. VITPX - Performance Comparison
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MPGFX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | -3.01% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.28% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.01% return, which is significantly higher than VITPX's -3.28% return. Over the past 10 years, MPGFX has underperformed VITPX with an annualized return of 11.58%, while VITPX has yielded a comparatively higher 13.75% annualized return.
MPGFX
- 1D
- 0.80%
- 1M
- -4.30%
- YTD
- -3.01%
- 6M
- -3.22%
- 1Y
- 11.61%
- 3Y*
- 15.15%
- 5Y*
- 8.92%
- 10Y*
- 11.58%
VITPX
- 1D
- 0.72%
- 1M
- -3.41%
- YTD
- -3.28%
- 6M
- -1.37%
- 1Y
- 17.65%
- 3Y*
- 18.68%
- 5Y*
- 10.97%
- 10Y*
- 13.75%
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MPGFX vs. VITPX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
MPGFX vs. VITPX — Risk / Return Rank
MPGFX
VITPX
MPGFX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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 | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.00 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.53 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.54 | -0.42 |
Martin ratioReturn relative to average drawdown | 4.30 | 7.31 | -3.01 |
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 | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.00 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.63 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.75 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.48 | -0.16 |
Correlation
The correlation between MPGFX and VITPX is 0.95, 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. VITPX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.62%, more than VITPX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 4.62% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.59% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
MPGFX vs. VITPX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than VITPX's maximum drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for MPGFX and VITPX.
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Drawdown Indicators
| MPGFX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -55.28% | -5.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -8.92% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -25.31% | -0.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -34.99% | +1.91% |
Current DrawdownCurrent decline from peak | -5.91% | -5.54% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -8.07% | -6.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.61% | +0.29% |
Volatility
MPGFX vs. VITPX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.87% compared to Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) at 5.51%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 5.51% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 9.81% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 18.62% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.28% | 17.36% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 18.39% | -0.32% |