MSCFX vs. FSSNX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Fidelity Small Cap Index Fund (FSSNX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Performance
MSCFX vs. FSSNX - Performance Comparison
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MSCFX vs. FSSNX - 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% |
FSSNX Fidelity Small Cap Index Fund | -2.46% | 12.94% | 11.71% | 17.11% | -20.28% | 14.70% | 19.99% | 25.70% | -11.24% | 14.54% |
Returns By Period
In the year-to-date period, MSCFX achieves a 0.35% return, which is significantly higher than FSSNX's -2.46% return. Over the past 10 years, MSCFX has underperformed FSSNX with an annualized return of 8.31%, while FSSNX has yielded a comparatively higher 9.53% 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%
FSSNX
- 1D
- -1.44%
- 1M
- -8.16%
- YTD
- -2.46%
- 6M
- -0.28%
- 1Y
- 21.68%
- 3Y*
- 11.92%
- 5Y*
- 3.17%
- 10Y*
- 9.53%
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MSCFX vs. FSSNX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is higher than FSSNX's 0.03% expense ratio.
Return for Risk
MSCFX vs. FSSNX — Risk / Return Rank
MSCFX
FSSNX
MSCFX vs. FSSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Fidelity Small Cap Index Fund (FSSNX). 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 | FSSNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.92 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.41 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.34 | -0.46 |
Martin ratioReturn relative to average drawdown | 3.02 | 5.05 | -2.02 |
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 | FSSNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.92 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.14 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.41 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.48 | +0.05 |
Correlation
The correlation between MSCFX and FSSNX is 0.94, 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. FSSNX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.26%, more than FSSNX's 1.11% 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% |
FSSNX Fidelity Small Cap Index Fund | 1.11% | 1.08% | 1.04% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 4.94% | 3.37% | 2.27% | 2.66% |
Drawdowns
MSCFX vs. FSSNX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, roughly equal to the maximum FSSNX drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for MSCFX and FSSNX.
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Drawdown Indicators
| MSCFX | FSSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -41.72% | +0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -13.89% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -31.87% | +2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -41.72% | +0.83% |
Current DrawdownCurrent decline from peak | -13.19% | -11.00% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -8.37% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.68% | +0.79% |
Volatility
MSCFX vs. FSSNX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.18% compared to Fidelity Small Cap Index Fund (FSSNX) at 6.60%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | FSSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 6.60% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 14.12% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 23.11% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 22.56% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 23.38% | -0.49% |