MSCFX vs. WEMMX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and TETON Westwood Mighty Mites Fund (WEMMX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. WEMMX is managed by Teton Westwood. It was launched on May 11, 1998.
Performance
MSCFX vs. WEMMX - Performance Comparison
Loading graphics...
MSCFX vs. WEMMX - 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% |
WEMMX TETON Westwood Mighty Mites Fund | 4.76% | 11.02% | 3.83% | 13.53% | -15.37% | 21.44% | 10.02% | 16.94% | -13.69% | 15.47% |
Returns By Period
In the year-to-date period, MSCFX achieves a 3.75% return, which is significantly lower than WEMMX's 4.76% return. Over the past 10 years, MSCFX has outperformed WEMMX with an annualized return of 8.67%, while WEMMX has yielded a comparatively lower 8.17% 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%
WEMMX
- 1D
- -0.40%
- 1M
- -7.93%
- YTD
- 4.76%
- 6M
- 5.10%
- 1Y
- 24.29%
- 3Y*
- 9.77%
- 5Y*
- 4.35%
- 10Y*
- 8.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MSCFX vs. WEMMX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is lower than WEMMX's 1.41% expense ratio.
Return for Risk
MSCFX vs. WEMMX — Risk / Return Rank
MSCFX
WEMMX
MSCFX vs. WEMMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and TETON Westwood Mighty Mites Fund (WEMMX). 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 | WEMMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.21 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.80 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.90 | -0.56 |
Martin ratioReturn relative to average drawdown | 4.59 | 6.03 | -1.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MSCFX | WEMMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.21 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.23 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.61 | -0.07 |
Correlation
The correlation between MSCFX and WEMMX is 0.92, 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. WEMMX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.19%, less than WEMMX's 21.77% 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% |
WEMMX TETON Westwood Mighty Mites Fund | 21.77% | 22.80% | 26.79% | 18.86% | 13.60% | 15.44% | 9.23% | 4.11% | 4.16% | 6.44% | 4.61% | 2.35% |
Drawdowns
MSCFX vs. WEMMX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, roughly equal to the maximum WEMMX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for MSCFX and WEMMX.
Loading graphics...
Drawdown Indicators
| MSCFX | WEMMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -42.48% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -11.39% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -27.11% | -2.54% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -41.73% | +0.84% |
Current DrawdownCurrent decline from peak | -10.24% | -8.04% | -2.20% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -6.65% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 3.60% | +0.92% |
Volatility
MSCFX vs. WEMMX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 8.04% compared to TETON Westwood Mighty Mites Fund (WEMMX) at 5.84%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than WEMMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MSCFX | WEMMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 5.84% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | 12.24% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.58% | 20.00% | +5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 18.87% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 20.36% | +2.55% |