MSCFX vs. VSCPX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. VSCPX is managed by Vanguard. It was launched on Dec 17, 2010.
Performance
MSCFX vs. VSCPX - Performance Comparison
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MSCFX vs. VSCPX - 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% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.90% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -9.31% | 16.27% |
Returns By Period
In the year-to-date period, MSCFX achieves a 3.75% return, which is significantly higher than VSCPX's 1.90% return. Over the past 10 years, MSCFX has underperformed VSCPX with an annualized return of 8.67%, while VSCPX has yielded a comparatively higher 10.51% 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%
VSCPX
- 1D
- 3.14%
- 1M
- -5.70%
- YTD
- 1.90%
- 6M
- 3.42%
- 1Y
- 19.31%
- 3Y*
- 13.03%
- 5Y*
- 5.36%
- 10Y*
- 10.51%
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MSCFX vs. VSCPX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is higher than VSCPX's 0.03% expense ratio.
Return for Risk
MSCFX vs. VSCPX — Risk / Return Rank
MSCFX
VSCPX
MSCFX vs. VSCPX - 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 Plus Shares (VSCPX). 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 | VSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.91 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.41 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.38 | -0.04 |
Martin ratioReturn relative to average drawdown | 4.59 | 5.96 | -1.36 |
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 | VSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.91 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.26 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.49 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.50 | +0.03 |
Correlation
The correlation between MSCFX and VSCPX 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. VSCPX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.19%, more than VSCPX's 1.35% 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% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.35% | 1.35% | 1.32% | 1.56% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% |
Drawdowns
MSCFX vs. VSCPX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, roughly equal to the maximum VSCPX drawdown of -41.81%. Use the drawdown chart below to compare losses from any high point for MSCFX and VSCPX.
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Drawdown Indicators
| MSCFX | VSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -41.81% | +0.92% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -14.29% | -1.13% |
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 | -10.24% | -6.11% | -4.13% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -6.55% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 3.32% | +1.20% |
Volatility
MSCFX vs. VSCPX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 8.04% compared to Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) at 6.81%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than VSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | VSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 6.81% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | 12.60% | +2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.58% | 21.79% | +3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 20.74% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 21.55% | +1.36% |