MSCFX vs. FDGRX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Fidelity Growth Company Fund (FDGRX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. FDGRX is managed by Fidelity.
Performance
MSCFX vs. FDGRX - Performance Comparison
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MSCFX vs. FDGRX - 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% |
FDGRX Fidelity Growth Company Fund | -6.86% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
In the year-to-date period, MSCFX achieves a 0.35% return, which is significantly higher than FDGRX's -6.86% return. Over the past 10 years, MSCFX has underperformed FDGRX with an annualized return of 8.31%, while FDGRX has yielded a comparatively higher 19.82% 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%
FDGRX
- 1D
- -1.22%
- 1M
- -8.22%
- YTD
- -6.86%
- 6M
- -6.92%
- 1Y
- 26.32%
- 3Y*
- 24.11%
- 5Y*
- 12.04%
- 10Y*
- 19.82%
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MSCFX vs. FDGRX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Return for Risk
MSCFX vs. FDGRX — Risk / Return Rank
MSCFX
FDGRX
MSCFX vs. FDGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Fidelity Growth Company Fund (FDGRX). 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 | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.07 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.58 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.49 | -0.61 |
Martin ratioReturn relative to average drawdown | 3.02 | 5.49 | -2.46 |
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 | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.07 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.51 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.85 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.66 | -0.14 |
Correlation
The correlation between MSCFX and FDGRX is 0.72, 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. FDGRX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.26%, while FDGRX has not paid dividends to shareholders.
| 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% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Drawdowns
MSCFX vs. FDGRX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for MSCFX and FDGRX.
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Drawdown Indicators
| MSCFX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -71.62% | +30.73% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -13.07% | -2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -40.25% | +10.60% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -40.25% | -0.64% |
Current DrawdownCurrent decline from peak | -13.19% | -12.60% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -15.97% | +9.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.89% | +0.58% |
Volatility
MSCFX vs. FDGRX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.18% compared to Fidelity Growth Company Fund (FDGRX) at 6.72%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 6.72% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 14.66% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 24.34% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 23.90% | -1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 23.29% | -0.40% |