NICSX vs. MPGFX
Compare and contrast key facts about Nicholas Fund (NICSX) and Mairs & Power Growth Fund (MPGFX).
NICSX is managed by Nicholas. It was launched on Jul 14, 1969. MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NICSX or MPGFX.
Correlation
The correlation between NICSX and MPGFX is 0.86, 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.
Performance
NICSX vs. MPGFX - Performance Comparison
Key characteristics
NICSX:
-0.07
MPGFX:
0.40
NICSX:
-0.00
MPGFX:
0.63
NICSX:
1.00
MPGFX:
1.08
NICSX:
-0.09
MPGFX:
0.51
NICSX:
-0.24
MPGFX:
1.48
NICSX:
3.89%
MPGFX:
3.71%
NICSX:
13.59%
MPGFX:
13.80%
NICSX:
-63.53%
MPGFX:
-60.43%
NICSX:
-9.94%
MPGFX:
-10.03%
Returns By Period
In the year-to-date period, NICSX achieves a -0.89% return, which is significantly higher than MPGFX's -2.49% return. Over the past 10 years, NICSX has underperformed MPGFX with an annualized return of 3.15%, while MPGFX has yielded a comparatively higher 4.67% annualized return.
NICSX
-0.89%
-5.13%
-0.84%
-0.54%
7.49%
3.15%
MPGFX
-2.49%
-4.43%
-0.85%
5.79%
8.34%
4.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NICSX vs. MPGFX - Expense Ratio Comparison
NICSX has a 0.71% expense ratio, which is higher than MPGFX's 0.61% expense ratio.
Risk-Adjusted Performance
NICSX vs. MPGFX — Risk-Adjusted Performance Rank
NICSX
MPGFX
NICSX vs. MPGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nicholas Fund (NICSX) and Mairs & Power Growth Fund (MPGFX). 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.
Dividends
NICSX vs. MPGFX - Dividend Comparison
NICSX's dividend yield for the trailing twelve months is around 0.30%, less than MPGFX's 0.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NICSX Nicholas Fund | 0.30% | 0.30% | 0.37% | 0.27% | 0.23% | 0.44% | 0.59% | 0.69% | 0.66% | 0.72% | 0.63% | 0.30% |
MPGFX Mairs & Power Growth Fund | 0.89% | 0.87% | 0.83% | 0.86% | 0.56% | 1.07% | 1.24% | 1.50% | 1.37% | 1.42% | 1.60% | 1.32% |
Drawdowns
NICSX vs. MPGFX - Drawdown Comparison
The maximum NICSX drawdown since its inception was -63.53%, which is greater than MPGFX's maximum drawdown of -60.43%. Use the drawdown chart below to compare losses from any high point for NICSX and MPGFX. For additional features, visit the drawdowns tool.
Volatility
NICSX vs. MPGFX - Volatility Comparison
The current volatility for Nicholas Fund (NICSX) is 3.70%, while Mairs & Power Growth Fund (MPGFX) has a volatility of 4.55%. This indicates that NICSX experiences smaller price fluctuations and is considered to be less risky than MPGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.