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.
Key characteristics
| MSCFX | FDGRX | |
|---|---|---|
| YTD Return | 6.66% | 24.81% |
| 1Y Return | 16.40% | 37.21% |
| 3Y Return (Ann) | 2.43% | 7.35% |
| 5Y Return (Ann) | 8.07% | 22.68% |
| 10Y Return (Ann) | 7.92% | 18.51% |
| Sharpe Ratio | 0.75 | 1.82 |
| Daily Std Dev | 20.30% | 19.50% |
| Max Drawdown | -40.89% | -71.50% |
| Current Drawdown | -3.98% | -5.23% |
Correlation
The correlation between MSCFX and FDGRX is 0.73, 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.
Performance
MSCFX vs. FDGRX - Performance Comparison
In the year-to-date period, MSCFX achieves a 6.66% return, which is significantly lower than FDGRX's 24.81% return. Over the past 10 years, MSCFX has underperformed FDGRX with an annualized return of 7.92%, while FDGRX has yielded a comparatively higher 18.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
MSCFX vs. FDGRX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 0.63%, less than FDGRX's 3.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCFX Mairs & Power Small Cap Fund | 0.63% | 0.67% | 6.48% | 8.32% | 2.04% | 3.11% | 4.78% | 3.43% | 1.90% | 1.16% | 2.15% | 1.64% |
FDGRX Fidelity Growth Company Fund | 3.07% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% | 7.12% |
Drawdowns
MSCFX vs. FDGRX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, 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. For additional features, visit the drawdowns tool.
Volatility
MSCFX vs. FDGRX - Volatility Comparison
The current volatility for Mairs & Power Small Cap Fund (MSCFX) is 5.80%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.54%. This indicates that MSCFX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.