Correlation
The correlation between MSCFX and FDGRX is 0.82, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSCFX or FDGRX.
Performance
MSCFX vs. FDGRX - Performance Comparison
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Key characteristics
MSCFX:
-0.34
FDGRX:
0.45
MSCFX:
-0.38
FDGRX:
0.69
MSCFX:
0.95
FDGRX:
1.09
MSCFX:
-0.26
FDGRX:
0.37
MSCFX:
-0.79
FDGRX:
1.16
MSCFX:
11.74%
FDGRX:
8.46%
MSCFX:
25.34%
FDGRX:
27.09%
MSCFX:
-44.38%
FDGRX:
-71.50%
MSCFX:
-25.60%
FDGRX:
-7.48%
Returns By Period
In the year-to-date period, MSCFX achieves a -11.75% return, which is significantly lower than FDGRX's -3.07% return. Over the past 10 years, MSCFX has underperformed FDGRX with an annualized return of 2.90%, while FDGRX has yielded a comparatively higher 17.72% annualized return.
MSCFX
-11.75%
3.09%
-19.59%
-9.23%
-1.79%
4.21%
2.90%
FDGRX
-3.07%
8.61%
-2.30%
12.19%
21.00%
18.24%
17.72%
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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.
Risk-Adjusted Performance
MSCFX vs. FDGRX — Risk-Adjusted Performance Rank
MSCFX
FDGRX
MSCFX vs. FDGRX - Risk-Adjusted Performance 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.
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Dividends
MSCFX vs. FDGRX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.46%, less than FDGRX's 9.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCFX Mairs & Power Small Cap Fund | 2.46% | 2.17% | 0.67% | 6.48% | 8.32% | 2.05% | 3.10% | 4.78% | 3.43% | 1.91% | 1.17% | 2.15% |
FDGRX Fidelity Growth Company Fund | 9.14% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 3.94% |
Drawdowns
MSCFX vs. FDGRX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -44.38%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for MSCFX and FDGRX.
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Volatility
MSCFX vs. FDGRX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.19% compared to Fidelity Growth Company Fund (FDGRX) at 6.17%. 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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