MSCFX vs. WESCX
Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and TETON Westwood SmallCap Equity Fund (WESCX).
MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
MSCFX vs. WESCX - Performance Comparison
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MSCFX vs. WESCX - 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% |
WESCX TETON Westwood SmallCap Equity Fund | 6.21% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
Returns By Period
In the year-to-date period, MSCFX achieves a 3.75% return, which is significantly lower than WESCX's 6.21% return. Over the past 10 years, MSCFX has underperformed WESCX with an annualized return of 8.67%, while WESCX has yielded a comparatively higher 13.08% 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%
WESCX
- 1D
- -1.64%
- 1M
- -8.93%
- YTD
- 6.21%
- 6M
- 14.70%
- 1Y
- 37.18%
- 3Y*
- 17.04%
- 5Y*
- 9.06%
- 10Y*
- 13.08%
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MSCFX vs. WESCX - Expense Ratio Comparison
MSCFX has a 0.95% expense ratio, which is lower than WESCX's 1.25% expense ratio.
Return for Risk
MSCFX vs. WESCX — Risk / Return Rank
MSCFX
WESCX
MSCFX vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and TETON Westwood SmallCap Equity Fund (WESCX). 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 | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.53 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.12 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.30 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 2.32 | -0.97 |
Martin ratioReturn relative to average drawdown | 4.59 | 8.83 | -4.24 |
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 | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.53 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.42 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.55 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.32 | +0.21 |
Correlation
The correlation between MSCFX and WESCX is 0.93, 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. WESCX - Dividend Comparison
MSCFX's dividend yield for the trailing twelve months is around 2.19%, less than WESCX's 7.06% 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% |
WESCX TETON Westwood SmallCap Equity Fund | 7.06% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
MSCFX vs. WESCX - Drawdown Comparison
The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for MSCFX and WESCX.
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Drawdown Indicators
| MSCFX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.89% | -70.60% | +29.71% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -14.72% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -29.65% | -26.22% | -3.43% |
Max Drawdown (10Y)Largest decline over 10 years | -40.89% | -45.13% | +4.24% |
Current DrawdownCurrent decline from peak | -10.24% | -10.19% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -20.27% | +13.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 3.86% | +0.66% |
Volatility
MSCFX vs. WESCX - Volatility Comparison
Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 8.04% compared to TETON Westwood SmallCap Equity Fund (WESCX) at 7.22%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than WESCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCFX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 7.22% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | 14.05% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.58% | 24.90% | +0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 21.65% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 23.65% | -0.74% |