MSCFX vs. SWSSX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
MSCFX vs. SWSSX - Performance Comparison
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MSCFX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSCFX Mairs & Power Small Cap Fund | 3.75% | 3.96% | 7.25% | 11.04% | -14.06% | 30.31% | 8.82% | 21.12% | -6.89% | 7.64% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.90% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, MSCFX achieves a 3.75% return, which is significantly higher than SWSSX's 0.90% return. Over the past 10 years, MSCFX has underperformed SWSSX with an annualized return of 8.67%, while SWSSX has yielded a comparatively higher 9.87% annualized return.
MSCFX
- 1D
- 3.39%
- 1M
- -7.87%
- YTD
- 3.75%
- 6M
- 5.69%
- 1Y
- 21.33%
- 3Y*
- 8.41%
- 5Y*
- 3.97%
- 10Y*
- 8.67%
SWSSX
- 1D
- 3.48%
- 1M
- -5.84%
- YTD
- 0.90%
- 6M
- 2.87%
- 1Y
- 25.74%
- 3Y*
- 13.11%
- 5Y*
- 3.50%
- 10Y*
- 9.87%
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MSCFX vs. SWSSX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
MSCFX vs. SWSSX — Risk / Return Rank
MSCFX
SWSSX
MSCFX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.11 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.66 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.81 | -0.46 |
Martin ratioReturn relative to average drawdown | 4.59 | 6.78 | -2.18 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.11 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.16 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.41 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.34 | +0.20 |
Correlation
The correlation between MSCFX and SWSSX 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. SWSSX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.19%, more than SWSSX's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCFX Mairs & Power Small Cap Fund | 2.19% | 2.27% | 2.17% | 0.67% | 6.48% | 11.25% | 2.04% | 3.11% | 4.78% | 3.43% | 1.90% | 1.16% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.28% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
MSCFX vs. SWSSX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for MSCFX and SWSSX.
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Drawdown Indicators
| MSCFX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -60.34% | +19.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -13.90% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -31.93% | +2.28% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -41.81% | +0.92% |
Current DrawdownCurrent decline from peak | -10.24% | -7.91% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -10.78% | +4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 3.71% | +0.81% |
Volatility
MSCFX vs. SWSSX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 8.04% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 7.53%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 7.53% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | 14.53% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.58% | 23.31% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 22.62% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 24.05% | -1.14% |