MSCFX vs. BOSOX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Boston Trust Small Cap Fund (BOSOX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. BOSOX is managed by Boston Trust Walden.
Performance
MSCFX vs. BOSOX - Performance Comparison
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MSCFX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSCFX Mairs & Power Small Cap Fund | 0.35% | 3.96% | 7.25% | 11.04% | -14.06% | 30.31% | 8.82% | 21.12% | -6.89% | 7.64% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, MSCFX achieves a 0.35% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, MSCFX has underperformed BOSOX with an annualized return of 8.31%, while BOSOX has yielded a comparatively higher 9.28% annualized return.
MSCFX
- 1D
- -1.14%
- 1M
- -10.09%
- YTD
- 0.35%
- 6M
- 2.23%
- 1Y
- 17.27%
- 3Y*
- 7.21%
- 5Y*
- 3.56%
- 10Y*
- 8.31%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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MSCFX vs. BOSOX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
MSCFX vs. BOSOX — Risk / Return Rank
MSCFX
BOSOX
MSCFX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Boston Trust Small Cap Fund (BOSOX). 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.
| MSCFX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | -0.13 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.11 | -0.05 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.99 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | -0.33 | +1.21 |
Martin ratioReturn relative to average drawdown | 3.02 | -1.03 | +4.05 |
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
| MSCFX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | -0.13 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.20 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.48 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.41 | +0.12 |
Correlation
The correlation between MSCFX and BOSOX 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
MSCFX vs. BOSOX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.26%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCFX Mairs & Power Small Cap Fund | 2.26% | 2.27% | 2.17% | 0.67% | 6.48% | 11.25% | 2.04% | 3.11% | 4.78% | 3.43% | 1.90% | 1.16% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
MSCFX vs. BOSOX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for MSCFX and BOSOX.
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Drawdown Indicators
| MSCFX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -51.32% | +10.43% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -11.89% | -3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -22.36% | -7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -36.79% | -4.10% |
Current DrawdownCurrent decline from peak | -13.19% | -16.07% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -7.26% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.82% | +0.65% |
Volatility
MSCFX vs. BOSOX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.18% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 4.10% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 10.48% | +4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 18.96% | +6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 17.82% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 19.56% | +3.33% |