ARCC vs. TROW
ARCC (Ares Capital Corporation) and TROW (T. Rowe Price Group, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, ARCC returned 13.20%/yr vs 8.25%/yr for TROW. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
ARCC vs. TROW - Performance Comparison
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Returns By Period
In the year-to-date period, ARCC achieves a -2.20% return, which is significantly lower than TROW's 8.69% return. Over the past 10 years, ARCC has outperformed TROW with an annualized return of 13.20%, while TROW has yielded a comparatively lower 8.25% annualized return.
ARCC
- 1D
- 1.00%
- 1M
- 2.56%
- YTD
- -2.20%
- 6M
- -2.87%
- 1Y
- -5.06%
- 3Y*
- 10.27%
- 5Y*
- 9.04%
- 10Y*
- 13.20%
TROW
- 1D
- 1.27%
- 1M
- 6.44%
- YTD
- 8.69%
- 6M
- 7.38%
- 1Y
- 22.18%
- 3Y*
- 4.23%
- 5Y*
- -6.62%
- 10Y*
- 8.25%
ARCC vs. TROW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | -2.20% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
TROW T. Rowe Price Group, Inc. | 8.69% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
Correlation
The correlation between ARCC and TROW is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.50 |
The correlation between ARCC and TROW has been stable across timeframes, ranging from 0.46 to 0.50 - a consistent structural relationship.
Fundamentals
ARCC:
$13.83B
TROW:
$23.86B
ARCC:
$1.63
TROW:
$9.80
ARCC:
11.81
TROW:
11.19
ARCC:
5.16
TROW:
3.26
ARCC:
0.98
TROW:
2.21
ARCC:
$2.63B
TROW:
$7.41B
ARCC:
$1.86B
TROW:
$3.66B
ARCC:
$2.05B
TROW:
$2.87B
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Return for Risk
ARCC vs. TROW — Risk / Return Rank
ARCC
TROW
ARCC vs. TROW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and T. Rowe Price Group, Inc. (TROW). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARCC | TROW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.18 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.13 | -1.39 |
| Martin ratioReturn relative to average drawdown | -0.47 | 2.77 | -3.25 |
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Drawdowns
ARCC vs. TROW - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, which is greater than TROW's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for ARCC and TROW.
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Drawdown Indicators
| ARCC | TROW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.36% | -67.43% | -11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -19.35% | -19.76% | +0.41% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -34.05% | +14.70% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -58.16% | +36.40% |
Max Drawdown (10Y)Largest decline over 10 years | -56.77% | -58.16% | +1.39% |
Current DrawdownCurrent decline from peak | -10.98% | -39.77% | +28.79% |
Average DrawdownAverage peak-to-trough decline | -9.10% | -16.68% | +7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.68% | 8.02% | +2.66% |
Volatility
ARCC vs. TROW - Volatility Comparison
The current volatility for Ares Capital Corporation (ARCC) is 3.72%, while T. Rowe Price Group, Inc. (TROW) has a volatility of 4.34%. This indicates that ARCC experiences smaller price fluctuations and is considered to be less risky than TROW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARCC | TROW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 4.34% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 14.83% | 17.09% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 23.79% | -5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 30.47% | -10.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.58% | 30.00% | -4.42% |
Dividends
ARCC vs. TROW - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 9.97%, more than TROW's 4.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 9.97% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
TROW T. Rowe Price Group, Inc. | 4.66% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
Financials
ARCC vs. TROW - Financials Comparison
This section allows you to compare key financial metrics between Ares Capital Corporation and T. Rowe Price Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ARCC vs. TROW - Profitability Comparison
ARCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a gross profit of 550.00M and revenue of 763.00M. Therefore, the gross margin over that period was 72.1%.
TROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported a gross profit of 0.00 and revenue of 1.86B. Therefore, the gross margin over that period was 0.0%.
ARCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported an operating income of 404.00M and revenue of 763.00M, resulting in an operating margin of 53.0%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported an operating income of 680.50M and revenue of 1.86B, resulting in an operating margin of 36.7%.
ARCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a net income of 92.00M and revenue of 763.00M, resulting in a net margin of 12.1%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported a net income of 562.00M and revenue of 1.86B, resulting in a net margin of 30.3%.
Frequently Asked Questions
ARCC and TROW have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TROW has higher volatility (4.34%) compared to ARCC (3.72%). In terms of maximum drawdown, ARCC dropped -79.36% vs TROW's -67.43%.
TROW currently has the higher Sharpe Ratio (0.94 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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