MSCFX vs. VSCIX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
MSCFX vs. VSCIX - Performance Comparison
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MSCFX vs. VSCIX - 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, MSCFX achieves a 0.35% return, which is significantly higher than VSCIX's -1.21% return. Over the past 10 years, MSCFX has underperformed VSCIX with an annualized return of 8.31%, while VSCIX has yielded a comparatively higher 10.16% 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%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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MSCFX vs. VSCIX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
MSCFX vs. VSCIX — Risk / Return Rank
MSCFX
VSCIX
MSCFX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.75 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.19 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.97 | -0.09 |
Martin ratioReturn relative to average drawdown | 3.02 | 4.21 | -1.18 |
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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.75 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.24 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.47 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.38 | +0.14 |
Correlation
The correlation between MSCFX and VSCIX is 0.95, 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. VSCIX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.26%, more than VSCIX's 1.39% 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
MSCFX vs. VSCIX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for MSCFX and VSCIX.
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Drawdown Indicators
| MSCFX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -59.66% | +18.77% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -14.30% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -28.13% | -1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -41.81% | +0.92% |
Current DrawdownCurrent decline from peak | -13.19% | -8.97% | -4.22% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -10.18% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.29% | +1.18% |
Volatility
MSCFX vs. VSCIX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 7.18% compared to Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) at 5.90%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 5.90% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 12.22% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 21.62% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 20.70% | +1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 21.53% | +1.36% |