ARSLX vs. PRWCX
Compare and contrast key facts about Aristotle Core Equity Fund (ARSLX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
ARSLX is managed by Aristotle. It was launched on Mar 31, 2017. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSLX or PRWCX.
Correlation
The correlation between ARSLX and PRWCX is 0.88, 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
ARSLX vs. PRWCX - Performance Comparison
Key characteristics
Returns By Period
ARSLX
N/A
N/A
N/A
N/A
N/A
N/A
PRWCX
1.10%
7.73%
-0.65%
8.76%
11.51%
10.25%
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ARSLX vs. PRWCX - Expense Ratio Comparison
ARSLX has a 0.65% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
ARSLX vs. PRWCX — Risk-Adjusted Performance Rank
ARSLX
PRWCX
ARSLX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aristotle Core Equity Fund (ARSLX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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
ARSLX vs. PRWCX - Dividend Comparison
ARSLX has not paid dividends to shareholders, while PRWCX's dividend yield for the trailing twelve months is around 2.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSLX Aristotle Core Equity Fund | 0.00% | 0.00% | 1.23% | 0.84% | 1.53% | 0.83% | 0.59% | 1.09% | 0.38% | 0.00% | 0.00% | 0.00% |
PRWCX T. Rowe Price Capital Appreciation Fund | 2.30% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
Drawdowns
ARSLX vs. PRWCX - Drawdown Comparison
Volatility
ARSLX vs. PRWCX - Volatility Comparison
The current volatility for Aristotle Core Equity Fund (ARSLX) is 0.00%, while T. Rowe Price Capital Appreciation Fund (PRWCX) has a volatility of 6.75%. This indicates that ARSLX experiences smaller price fluctuations and is considered to be less risky than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.