MPGFX vs. VWENX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Vanguard Wellington Fund Admiral Shares (VWENX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Performance
MPGFX vs. VWENX - Performance Comparison
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MPGFX vs. VWENX - 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% |
VWENX Vanguard Wellington Fund Admiral Shares | -3.33% | 16.63% | 14.82% | 14.40% | -14.31% | 19.09% | 10.66% | 22.61% | -3.35% | 14.05% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly lower than VWENX's -3.33% return. Over the past 10 years, MPGFX has outperformed VWENX with an annualized return of 11.50%, while VWENX has yielded a comparatively lower 9.40% 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%
VWENX
- 1D
- 2.01%
- 1M
- -3.95%
- YTD
- -3.33%
- 6M
- -0.41%
- 1Y
- 14.24%
- 3Y*
- 12.74%
- 5Y*
- 7.66%
- 10Y*
- 9.40%
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MPGFX vs. VWENX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Return for Risk
MPGFX vs. VWENX — Risk / Return Rank
MPGFX
VWENX
MPGFX vs. VWENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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 | VWENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.24 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.82 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.27 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.89 | -0.82 |
Martin ratioReturn relative to average drawdown | 4.17 | 8.54 | -4.36 |
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 | VWENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.24 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.69 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.82 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.65 | -0.34 |
Correlation
The correlation between MPGFX and VWENX is 0.91, 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. VWENX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, less than VWENX's 12.01% 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% |
VWENX Vanguard Wellington Fund Admiral Shares | 12.01% | 11.55% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 5.88% | 4.53% | 6.58% |
Drawdowns
MPGFX vs. VWENX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for MPGFX and VWENX.
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Drawdown Indicators
| MPGFX | VWENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -36.02% | -24.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -8.02% | -3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -20.84% | -5.03% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -25.33% | -7.75% |
Current DrawdownCurrent decline from peak | -6.65% | -4.90% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -4.38% | -10.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 1.78% | +1.10% |
Volatility
MPGFX vs. VWENX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 4.06%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | VWENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 4.06% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 6.66% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 11.88% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 11.12% | +6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 11.50% | +6.57% |