MSCFX vs. RIVSX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and River Oak Discovery Fund (RIVSX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
MSCFX vs. RIVSX - Performance Comparison
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MSCFX vs. RIVSX - 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% |
RIVSX River Oak Discovery Fund | 4.25% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 11.33% |
Returns By Period
In the year-to-date period, MSCFX achieves a 0.35% return, which is significantly lower than RIVSX's 4.25% return. Over the past 10 years, MSCFX has underperformed RIVSX with an annualized return of 8.31%, while RIVSX has yielded a comparatively higher 9.61% 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%
RIVSX
- 1D
- -0.97%
- 1M
- -7.33%
- YTD
- 4.25%
- 6M
- 8.20%
- 1Y
- 24.27%
- 3Y*
- 7.47%
- 5Y*
- 4.09%
- 10Y*
- 9.61%
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MSCFX vs. RIVSX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
MSCFX vs. RIVSX — Risk / Return Rank
MSCFX
RIVSX
MSCFX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and River Oak Discovery Fund (RIVSX). 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 | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.09 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.67 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.73 | -0.85 |
Martin ratioReturn relative to average drawdown | 3.02 | 6.62 | -3.60 |
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 | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.09 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.20 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.44 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.33 | +0.20 |
Correlation
The correlation between MSCFX and RIVSX is 0.87, 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. RIVSX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.26%, more than RIVSX's 0.28% 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% |
RIVSX River Oak Discovery Fund | 0.28% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
Drawdowns
MSCFX vs. RIVSX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for MSCFX and RIVSX.
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Drawdown Indicators
| MSCFX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -60.61% | +19.72% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -12.41% | -3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -25.75% | -3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -41.45% | +0.56% |
Current DrawdownCurrent decline from peak | -13.19% | -9.11% | -4.08% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -10.57% | +4.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.24% | +1.23% |
Volatility
MSCFX vs. RIVSX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.18% compared to River Oak Discovery Fund (RIVSX) at 5.47%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than RIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 5.47% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 13.56% | +1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 22.40% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 20.34% | +1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 21.87% | +1.02% |