Correlation
The correlation between AAUTX and PRCOX is 0.91, 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.
AAUTX vs. PRCOX
Compare and contrast key facts about Thrivent Large Cap Value Fund (AAUTX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
AAUTX is managed by Thrivent. It was launched on Oct 29, 1999. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAUTX or PRCOX.
Performance
AAUTX vs. PRCOX - Performance Comparison
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Key characteristics
AAUTX:
0.52
PRCOX:
0.68
AAUTX:
0.76
PRCOX:
0.96
AAUTX:
1.11
PRCOX:
1.14
AAUTX:
0.48
PRCOX:
0.62
AAUTX:
1.74
PRCOX:
2.32
AAUTX:
4.25%
PRCOX:
5.15%
AAUTX:
16.16%
PRCOX:
20.10%
AAUTX:
-55.77%
PRCOX:
-58.69%
AAUTX:
-4.37%
PRCOX:
-3.89%
Returns By Period
In the year-to-date period, AAUTX achieves a 2.20% return, which is significantly higher than PRCOX's 0.48% return. Over the past 10 years, AAUTX has underperformed PRCOX with an annualized return of 9.38%, while PRCOX has yielded a comparatively higher 10.37% annualized return.
AAUTX
2.20%
4.06%
-4.37%
8.33%
8.01%
15.00%
9.38%
PRCOX
0.48%
6.20%
-1.59%
13.51%
15.58%
15.88%
10.37%
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AAUTX vs. PRCOX - Expense Ratio Comparison
AAUTX has a 0.86% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Risk-Adjusted Performance
AAUTX vs. PRCOX — Risk-Adjusted Performance Rank
AAUTX
PRCOX
AAUTX vs. PRCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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.
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Dividends
AAUTX vs. PRCOX - Dividend Comparison
AAUTX's dividend yield for the trailing twelve months is around 8.61%, more than PRCOX's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 8.61% | 8.80% | 3.22% | 6.12% | 7.62% | 6.33% | 1.52% | 7.44% | 5.18% | 4.37% | 6.96% | 4.44% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.64% | 0.64% | 1.17% | 1.28% | 3.71% | 1.04% | 0.97% | 5.60% | 7.02% | 7.28% | 8.76% | 5.01% |
Drawdowns
AAUTX vs. PRCOX - Drawdown Comparison
The maximum AAUTX drawdown since its inception was -55.77%, roughly equal to the maximum PRCOX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for AAUTX and PRCOX.
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Volatility
AAUTX vs. PRCOX - Volatility Comparison
The current volatility for Thrivent Large Cap Value Fund (AAUTX) is 4.40%, while T. Rowe Price U.S. Equity Research Fund (PRCOX) has a volatility of 4.78%. This indicates that AAUTX experiences smaller price fluctuations and is considered to be less risky than PRCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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