MPGFX vs. VTSAX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPGFX or VTSAX.
Performance
MPGFX vs. VTSAX - Performance Comparison
Returns By Period
In the year-to-date period, MPGFX achieves a 23.52% return, which is significantly lower than VTSAX's 26.28% return. Over the past 10 years, MPGFX has underperformed VTSAX with an annualized return of 11.71%, while VTSAX has yielded a comparatively higher 12.73% annualized return.
MPGFX
23.52%
2.81%
10.48%
30.98%
14.25%
11.71%
VTSAX
26.28%
4.04%
14.03%
33.65%
15.20%
12.73%
Key characteristics
| MPGFX | VTSAX | |
|---|---|---|
| Sharpe Ratio | 2.48 | 2.68 |
| Sortino Ratio | 3.35 | 3.57 |
| Omega Ratio | 1.46 | 1.49 |
| Calmar Ratio | 3.44 | 3.93 |
| Martin Ratio | 14.02 | 17.10 |
| Ulcer Index | 2.21% | 1.97% |
| Daily Std Dev | 12.51% | 12.56% |
| Max Drawdown | -60.43% | -55.34% |
| Current Drawdown | -0.93% | -0.28% |
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MPGFX vs. VTSAX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Correlation
The correlation between MPGFX and VTSAX 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.
Risk-Adjusted Performance
MPGFX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 0.78%, less than VTSAX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 0.78% | 0.83% | 0.86% | 0.56% | 1.07% | 1.24% | 1.50% | 1.37% | 1.42% | 1.60% | 1.32% | 1.11% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.25% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
MPGFX vs. VTSAX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -60.43%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for MPGFX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
MPGFX vs. VTSAX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 4.56% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.18%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.