BIGRX vs. PRDGX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGRX or PRDGX.
Correlation
The correlation between BIGRX and PRDGX 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.
Performance
BIGRX vs. PRDGX - Performance Comparison
Key characteristics
BIGRX:
1.47
PRDGX:
1.22
BIGRX:
2.09
PRDGX:
1.64
BIGRX:
1.26
PRDGX:
1.23
BIGRX:
0.67
PRDGX:
1.40
BIGRX:
6.05
PRDGX:
4.51
BIGRX:
2.78%
PRDGX:
2.89%
BIGRX:
11.48%
PRDGX:
10.72%
BIGRX:
-61.39%
PRDGX:
-52.28%
BIGRX:
-12.17%
PRDGX:
-5.00%
Returns By Period
The year-to-date returns for both investments are quite close, with BIGRX having a 3.99% return and PRDGX slightly higher at 4.02%. Over the past 10 years, BIGRX has underperformed PRDGX with an annualized return of 2.30%, while PRDGX has yielded a comparatively higher 9.95% annualized return.
BIGRX
3.99%
2.31%
6.35%
15.63%
1.34%
2.30%
PRDGX
4.02%
2.26%
1.99%
12.79%
9.49%
9.95%
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BIGRX vs. PRDGX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is higher than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
BIGRX vs. PRDGX — Risk-Adjusted Performance Rank
BIGRX
PRDGX
BIGRX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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
BIGRX vs. PRDGX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.26%, more than PRDGX's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.26% | 1.32% | 1.55% | 2.22% | 1.27% | 1.94% | 1.97% | 2.76% | 2.34% | 2.27% | 2.38% | 2.07% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.98% | 1.02% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% |
Drawdowns
BIGRX vs. PRDGX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -61.39%, which is greater than PRDGX's maximum drawdown of -52.28%. Use the drawdown chart below to compare losses from any high point for BIGRX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. PRDGX - Volatility Comparison
American Century Disciplined Core Value Fund (BIGRX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) have volatilities of 2.97% and 3.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.