MSCFX vs. CAMSX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Cambiar Small Cap Fund (CAMSX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004.
Performance
MSCFX vs. CAMSX - Performance Comparison
Loading graphics...
MSCFX vs. CAMSX - 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% |
CAMSX Cambiar Small Cap Fund | 1.25% | 8.91% | 6.01% | 12.12% | -8.70% | 17.24% | 9.52% | 29.01% | -12.51% | 4.01% |
Returns By Period
In the year-to-date period, MSCFX achieves a 0.35% return, which is significantly lower than CAMSX's 1.25% return. Over the past 10 years, MSCFX has outperformed CAMSX with an annualized return of 8.31%, while CAMSX has yielded a comparatively lower 7.77% 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%
CAMSX
- 1D
- -0.86%
- 1M
- -6.95%
- YTD
- 1.25%
- 6M
- 2.33%
- 1Y
- 16.66%
- 3Y*
- 7.00%
- 5Y*
- 4.34%
- 10Y*
- 7.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MSCFX vs. CAMSX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is lower than CAMSX's 1.10% expense ratio.
Return for Risk
MSCFX vs. CAMSX — Risk / Return Rank
MSCFX
CAMSX
MSCFX vs. CAMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Cambiar Small Cap Fund (CAMSX). 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 | CAMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.82 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.27 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.24 | -0.37 |
Martin ratioReturn relative to average drawdown | 3.02 | 4.03 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MSCFX | CAMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.82 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.23 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.38 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.39 | +0.13 |
Correlation
The correlation between MSCFX and CAMSX is 0.92, 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. CAMSX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.26%, less than CAMSX's 10.47% 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% |
CAMSX Cambiar Small Cap Fund | 10.47% | 10.60% | 3.52% | 1.35% | 0.48% | 32.84% | 0.34% | 4.82% | 24.24% | 4.61% | 0.00% | 8.66% |
Drawdowns
MSCFX vs. CAMSX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum CAMSX drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for MSCFX and CAMSX.
Loading graphics...
Drawdown Indicators
| MSCFX | CAMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -58.43% | +17.54% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -11.67% | -3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -22.14% | -7.51% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -41.99% | +1.10% |
Current DrawdownCurrent decline from peak | -13.19% | -10.44% | -2.75% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -8.90% | +2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.60% | +0.87% |
Volatility
MSCFX vs. CAMSX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.18% compared to Cambiar Small Cap Fund (CAMSX) at 5.87%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than CAMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MSCFX | CAMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 5.87% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 12.42% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 20.10% | +5.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 18.66% | +3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 20.73% | +2.16% |