Correlation
The correlation between MSCFX and MPGFX 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. MPGFX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Mairs & Power Growth Fund (MPGFX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSCFX or MPGFX.
Performance
MSCFX vs. MPGFX - Performance Comparison
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Key characteristics
MSCFX:
-0.34
MPGFX:
0.12
MSCFX:
-0.38
MPGFX:
0.20
MSCFX:
0.95
MPGFX:
1.03
MSCFX:
-0.26
MPGFX:
0.04
MSCFX:
-0.79
MPGFX:
0.12
MSCFX:
11.74%
MPGFX:
7.42%
MSCFX:
25.34%
MPGFX:
19.26%
MSCFX:
-44.38%
MPGFX:
-60.43%
MSCFX:
-25.60%
MPGFX:
-10.73%
Returns By Period
In the year-to-date period, MSCFX achieves a -11.75% return, which is significantly lower than MPGFX's -3.25% return. Over the past 10 years, MSCFX has underperformed MPGFX with an annualized return of 2.90%, while MPGFX has yielded a comparatively higher 4.56% annualized return.
MSCFX
-11.75%
3.88%
-19.59%
-8.65%
-1.79%
4.21%
2.90%
MPGFX
-3.25%
4.55%
-10.14%
2.33%
7.02%
7.16%
4.56%
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MSCFX vs. MPGFX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is higher than MPGFX's 0.61% expense ratio.
Risk-Adjusted Performance
MSCFX vs. MPGFX — Risk-Adjusted Performance Rank
MSCFX
MPGFX
MSCFX vs. MPGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Mairs & Power Growth Fund (MPGFX). 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. MPGFX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.46%, less than MPGFX's 3.97% 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% |
MPGFX Mairs & Power Growth Fund | 3.97% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% | 3.37% |
Drawdowns
MSCFX vs. MPGFX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -44.38%, smaller than the maximum MPGFX drawdown of -60.43%. Use the drawdown chart below to compare losses from any high point for MSCFX and MPGFX.
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Volatility
MSCFX vs. MPGFX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.19% compared to Mairs & Power Growth Fund (MPGFX) at 5.02%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than MPGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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