MPGFX vs. VSMPX

Last updated Aug 1, 2026

MPGFX (Mairs & Power Growth Fund) and VSMPX (Vanguard Total Stock Market Index Fund Institutional Plus Shares) are both Large Cap Blend Equities funds. Over the past 10 years, MPGFX returned 12.35%/yr vs 14.49%/yr for VSMPX. Their 0.95 correlation means they have historically moved very closely together. MPGFX charges 0.61%/yr vs 0.02%/yr for VSMPX.

Performance

MPGFX vs. VSMPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mairs & Power Growth Fund (MPGFX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with MPGFX having a 9.62% return and VSMPX slightly higher at 9.88%. Over the past 10 years, MPGFX has underperformed VSMPX with an annualized return of 12.35%, while VSMPX has yielded a comparatively higher 14.49% annualized return.

MPGFX

• 1D: 1.65%
• 1M: -0.03%
• 6M: 6.97%
• YTD: 9.62%
• 1Y: 17.16%
• 3Y*: 14.75%
• 5Y*: 9.43%
• 10Y*: 12.35%
• ALL TIME*: 13.93%

VSMPX

• 1D: 1.63%
• 1M: -0.78%
• 6M: 8.16%
• YTD: 9.88%
• 1Y: 21.12%
• 3Y*: 18.60%
• 5Y*: 11.63%
• 10Y*: 14.49%
• ALL TIME*: 14.62%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
MPGFX Mairs & Power Growth Fund	$0.00	$0.00	$0.00
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares	$0.00	$0.00	$0.00

MPGFX vs. VSMPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MPGFX Mairs & Power Growth Fund	9.62%	10.55%	19.61%	27.70%	-21.28%	29.42%	16.80%	28.40%	-4.27%	16.54%
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares	9.88%	17.15%	23.26%	26.53%	-19.50%	25.74%	21.01%	30.79%	-5.16%	21.19%

Correlation

The correlation between MPGFX and VSMPX is 0.92, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.92
Correlation (3Y) Balances recent behavior with more history.	0.94
Correlation (5Y) Shows whether the relationship held over a longer period.	0.96
Correlation (10Y) Provides a long-term view across more market conditions.	0.95
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.95

The correlation between MPGFX and VSMPX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

Return for Risk

MPGFX vs. VSMPX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MPGFX

MPGFX Risk / Return Rank: 42
MPGFX Sharpe Ratio Rank: 42
MPGFX Sortino Ratio Rank: 40
MPGFX Omega Ratio Rank: 40
MPGFX Calmar Ratio Rank: 42
MPGFX Martin Ratio Rank: 47

VSMPX

VSMPX Risk / Return Rank: 64
VSMPX Sharpe Ratio Rank: 61
VSMPX Sortino Ratio Rank: 58
VSMPX Omega Ratio Rank: 57
VSMPX Calmar Ratio Rank: 66
VSMPX Martin Ratio Rank: 78

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MPGFX vs. VSMPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MPGFX	VSMPX	Difference
Sharpe ratio: Return per unit of total volatility	1.19	1.43	-0.24
Sortino ratio: Return per unit of downside risk	1.70	2.01	-0.31
Omega ratio: Gain probability vs. loss probability	1.21	1.26	-0.04
Calmar ratio: Return relative to maximum drawdown	1.64	2.10	-0.47
Martin ratio: Return relative to average drawdown	6.45	9.09	-2.65

MPGFX vs. VSMPX - Sharpe Ratio Comparison

The current MPGFX Sharpe Ratio is 1.19, which is comparable to the VSMPX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of MPGFX and VSMPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MPGFX vs. VSMPX - Drawdown Comparison

The maximum MPGFX drawdown since its inception was -61.00%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for MPGFX and VSMPX.

Drawdown Indicators

	MPGFX	VSMPX	Difference
Max Drawdown Largest peak-to-trough decline	-61.00%	-34.97%	-26.03%
Max Drawdown (1Y) Largest decline over 1 year	-9.54%	-8.92%	-0.62%
Max Drawdown (3Y) Largest decline over 3 years	-19.03%	-19.36%	+0.33%
Max Drawdown (5Y) Largest decline over 5 years	-25.87%	-25.35%	-0.52%
Max Drawdown (10Y) Largest decline over 10 years	-33.08%	-34.97%	+1.89%
Current Drawdown Current decline from peak	-1.25%	-1.89%	+0.64%
Average Drawdown Average peak-to-trough decline	-14.66%	-4.55%	-10.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.42%	2.06%	+0.36%

Volatility

MPGFX vs. VSMPX - Volatility Comparison

Mairs & Power Growth Fund (MPGFX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) have volatilities of 3.31% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MPGFX	VSMPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.31%	3.41%	-0.10%
Volatility (6M) Calculated over the trailing 6-month period	10.12%	10.27%	-0.15%
Volatility (1Y) Calculated over the trailing 1-year period	13.07%	13.13%	-0.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.37%	17.47%	-0.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.08%	18.41%	-0.33%

MPGFX vs. VSMPX - Expense Ratio Comparison

MPGFX has a 0.61% expense ratio, which is higher than VSMPX's 0.02% expense ratio.

Dividends

MPGFX vs. VSMPX - Dividend Comparison

MPGFX's dividend yield for the trailing twelve months is around 4.04%, more than VSMPX's 1.07% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MPGFX Mairs & Power Growth Fund	4.04%	4.48%	3.84%	2.34%	8.80%	8.13%	8.81%	7.39%	8.76%	9.47%	5.84%	7.92%
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares	1.07%	1.13%	1.27%	1.43%	1.67%	1.22%	1.43%	1.78%	2.05%	1.73%	1.95%	0.00%

Frequently Asked Questions

Can I hold both MPGFX and VSMPX in my portfolio?

With a correlation of 0.92, MPGFX and VSMPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, MPGFX or VSMPX?

VSMPX has higher volatility (3.41%) compared to MPGFX (3.31%). In terms of maximum drawdown, MPGFX dropped -61.00% vs VSMPX's -34.97%.

Which has better risk-adjusted returns?

VSMPX currently has the higher Sharpe Ratio (1.43 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.