MSCFX vs. MAPOX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Mairs & Power Balanced Fund (MAPOX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961.
Performance
MSCFX vs. MAPOX - Performance Comparison
Loading graphics...
MSCFX vs. MAPOX - 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% |
MAPOX Mairs & Power Balanced Fund | -3.20% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
Returns By Period
In the year-to-date period, MSCFX achieves a 0.35% return, which is significantly higher than MAPOX's -3.20% return. Over the past 10 years, MSCFX has outperformed MAPOX with an annualized return of 8.31%, while MAPOX has yielded a comparatively lower 6.76% 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%
MAPOX
- 1D
- 0.17%
- 1M
- -6.62%
- YTD
- -3.20%
- 6M
- -3.07%
- 1Y
- 3.16%
- 3Y*
- 7.65%
- 5Y*
- 3.62%
- 10Y*
- 6.76%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MSCFX vs. MAPOX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is higher than MAPOX's 0.69% expense ratio.
Return for Risk
MSCFX vs. MAPOX — Risk / Return Rank
MSCFX
MAPOX
MSCFX vs. MAPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Mairs & Power Balanced Fund (MAPOX). 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 | MAPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.37 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.11 | 0.59 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.08 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.39 | +0.49 |
Martin ratioReturn relative to average drawdown | 3.02 | 1.41 | +1.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MSCFX | MAPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.37 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.35 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.61 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.02 | +0.50 |
Correlation
The correlation between MSCFX and MAPOX is 0.85, 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. MAPOX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.26%, less than MAPOX's 3.12% 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% |
MAPOX Mairs & Power Balanced Fund | 3.12% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
Drawdowns
MSCFX vs. MAPOX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum MAPOX drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for MSCFX and MAPOX.
Loading graphics...
Drawdown Indicators
| MSCFX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -69.72% | +28.83% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -7.27% | -8.15% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -21.48% | -8.17% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -24.80% | -16.09% |
Current DrawdownCurrent decline from peak | -13.19% | -6.62% | -6.57% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -21.25% | +14.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.00% | +2.47% |
Volatility
MSCFX vs. MAPOX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.18% compared to Mairs & Power Balanced Fund (MAPOX) at 2.80%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than MAPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MSCFX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 2.80% | +4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 5.64% | +9.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 10.15% | +15.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 10.42% | +11.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 11.11% | +11.78% |