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.
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.
Performance
MSCFX vs. FDGRX - Performance Comparison
Key characteristics
MSCFX:
0.05
FDGRX:
0.83
MSCFX:
0.22
FDGRX:
1.17
MSCFX:
1.02
FDGRX:
1.17
MSCFX:
0.05
FDGRX:
0.84
MSCFX:
0.20
FDGRX:
3.33
MSCFX:
4.98%
FDGRX:
5.40%
MSCFX:
19.09%
FDGRX:
21.79%
MSCFX:
-44.38%
FDGRX:
-71.50%
MSCFX:
-18.58%
FDGRX:
-11.41%
Returns By Period
In the year-to-date period, MSCFX achieves a -3.43% return, which is significantly lower than FDGRX's 0.07% return. Over the past 10 years, MSCFX has underperformed FDGRX with an annualized return of 3.66%, while FDGRX has yielded a comparatively higher 11.65% annualized return.
MSCFX
-3.43%
-7.07%
-5.94%
0.86%
2.77%
3.66%
FDGRX
0.07%
-3.97%
-0.44%
13.85%
11.53%
11.65%
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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.
Dividends
MSCFX vs. FDGRX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 0.08%, while FDGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCFX Mairs & Power Small Cap Fund | 0.08% | 0.08% | 0.20% | 0.17% | 0.04% | 0.60% | 0.43% | 0.67% | 0.53% | 0.32% | 0.41% | 0.36% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
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. For additional features, visit the drawdowns tool.
Volatility
MSCFX vs. FDGRX - Volatility Comparison
The current volatility for Mairs & Power Small Cap Fund (MSCFX) is 4.04%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.66%. 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.